Independence Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Independence Financial Advisors's VTI Position: Q2 2026 in Review
Independence Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.29% in Q2 2026, buying an estimated $9.65K and bringing the position to 9,435 shares worth $3.49M. The position accounts for 0.91% of the portfolio, ranked #25.
Independence Financial Advisors first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Independence Financial Advisors held 9,435 shares of Vanguard Morningstar Total Stock Market ETF worth $3.49M as of Q2 2026.
- Independence Financial Advisors bought 27 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.65K.
- Vanguard Morningstar Total Stock Market ETF made up 0.91% of Independence Financial Advisors's portfolio in Q2 2026, its #25 holding.
- Independence Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
- 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.