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Independent Advisor Alliance’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Independent Advisor Alliance’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 		$19.1M Sell
51,577
-77,576
-60% -$27.7M 0.45% 32
2026
Q1 		$41.4M Buy
129,153
+82,757
+178% +$27.8M 0.44% 45
2025
Q4 		$15.6M Buy
46,396
+1,703
+4% +$567K 0.38% 36
2025
Q3 		$14.7M Sell
44,693
-422
-0.9% -$133K 0.38% 41
2025
Q2 		$13.7M Buy
45,115
+7,226
+19% +$2.03M 0.4% 38
2025
Q1 		$10.4M Sell
37,889
-90,982
-71% -$26.4M 0.34% 47
2024
Q4 		$37.3M Buy
128,871
+101,983
+379% +$29.8M 0.49% 37
2024
Q3 		$7.61M Sell
26,888
-412,765
-94% -$113M 0.28% 69
2024
Q2 		$118M Sell
439,653
-4,398
-1% -$1.14M 4.03% 5
2024
Q1 		$115M Sell
444,051
-381,522
-46% -$94.4M 4.17% 4
2023
Q4 		$186M Buy
825,573
+417,832
+102% +$92.4M 6.69% 1
2023
Q3 		$86.6M Buy
407,741
+30,855
+8% +$6.83M 3.92% 4
2023
Q2 		$83M Buy
376,886
+22,085
+6% +$4.61M 3.66% 3
2023
Q1 		$72.4M Buy
354,801
+31,948
+10% +$6.4M 3.49% 3
2022
Q4 		$61.7M Buy
322,853
+112,606
+54% +$21.7M 21.21% 1
2022
Q3 		$37.7M Buy
210,247
+102,013
+94% +$20.3M 2.2% 4
2022
Q2 		$20.4M Buy
+108,234
New +$22.2M 1.14% 15
2020
Q2 		– Sell
-3,086
Closed -$398K – 547
2020
Q1 		$398K Sell
3,086
-145,845
-98% -$22.6M 0.06% 239
2019
Q4 		$24.4M Buy
148,931
+145,884
+4,788% +$22.9M 1.06% 13
2019
Q3 		$478K Buy
+3,047
New +$459K 0.06% 259
2019
Q2 		– Sell
-1,947
Closed -$282K – 481
2019
Q1 		$282K Buy
+1,947
New +$272K 0.04% 330
2017
Q2 		– Sell
-131,851
Closed -$15.9M – 412
2017
Q1 		$15.9M Buy
+131,851
New +$15.8M 2.52% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Advisor Alliance's VTI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 60% in Q2 2026, selling an estimated $27.7M and leaving 51,577 shares worth $19.1M. The position accounts for 0.45% of the portfolio, ranked #32.

Independent Advisor Alliance first reported a position in VTI in Q1 2017 and has held it in 22 quarters since. The position peaked at $186M in Q4 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Independent Advisor Alliance held 51,577 shares of Vanguard Morningstar Total Stock Market ETF worth $19.1M as of Q2 2026.
  • Independent Advisor Alliance sold 77,576 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $27.7M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.45% of Independent Advisor Alliance's portfolio in Q2 2026, its #32 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and has held it in 22 quarters since.
  • Independent Advisor Alliance's Vanguard Morningstar Total Stock Market ETF position peaked at $186M in Q4 2023.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.