Independence Asset Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Independence Asset Advisors's VTI Position: Q2 2026 in Review
Independence Asset Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 397% in Q2 2026, buying an estimated $70M and bringing the position to 245,018 shares worth $90.7M. The position accounts for 23.62% of the portfolio, ranked #2.
Independence Asset Advisors first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Independence Asset Advisors held 245,018 shares of Vanguard Morningstar Total Stock Market ETF worth $90.7M as of Q2 2026.
- Independence Asset Advisors bought 195,740 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $70M.
- Vanguard Morningstar Total Stock Market ETF made up 23.62% of Independence Asset Advisors's portfolio in Q2 2026, its #2 holding.
- Independence Asset Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
- 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.