IMA Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IMA Advisory Services’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Buy	32,614 +12,051	+59%	+$4.31M	0.75%	34
2026 Q1	$6.6M	Buy	20,563 +166	+0.8%	+$55.7K	0.64%	37
2025 Q4	$6.84M	Buy	20,397 +953	+5%	+$317K	0.66%	36
2025 Q3	$6.38M	Buy	19,444 +65	+0.3%	+$20.5K	0.64%	37
2025 Q2	$5.89M	Buy	19,379 +898	+5%	+$253K	0.63%	36
2025 Q1	$5.08M	Sell	18,481 -397	-2%	-$115K	0.6%	37
2024 Q4	$5.47M	Buy	+18,878	New	+$5.51M	0.66%	34
2019 Q3	–	Sell	-172	Closed	-$26K	–	290
2019 Q2	$26K	Hold	172	–	–	0.01%	170
2019 Q1	$25K	Buy	+172	New	+$24K	0.01%	179

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IMA Advisory Services's VTI Position: Q2 2026 in Review

IMA Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 59% in Q2 2026, buying an estimated $4.31M and bringing the position to 32,614 shares worth $12.1M. The position accounts for 0.75% of the portfolio, ranked #34.

IMA Advisory Services first reported a position in VTI in Q1 2019 and has held it in 9 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

IMA Advisory Services held 32,614 shares of Vanguard Morningstar Total Stock Market ETF worth $12.1M as of Q2 2026.
IMA Advisory Services bought 12,051 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.31M.
Vanguard Morningstar Total Stock Market ETF made up 0.75% of IMA Advisory Services's portfolio in Q2 2026, its #34 holding.
IMA Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 9 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.