Independent Order of Foresters’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Independent Order of Foresters’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	$64.3M	Sell	173,815 -40,050	-19%	-$14.3M	62.64%	1
2026 Q1	$68.6M	Hold	213,865	–	–	67.35%	1
2025 Q4	$71.7M	Hold	213,865	–	–	41.75%	2
2025 Q3	$70.2M	Hold	213,865	–	–	41.73%	2
2025 Q2	$65M	Hold	213,865	–	–	41.71%	2
2025 Q1	$58.8M	Hold	213,865	–	–	41.73%	2
2024 Q4	$62M	Sell	213,865 -29,437	-12%	-$8.59M	41.74%	2
2024 Q3	$68.9M	Hold	243,302	–	–	39.77%	2
2024 Q2	$65.1M	Buy	243,302 +1,060	+0.4%	+$274K	40.14%	2
2024 Q1	$63M	Sell	242,242 -17,594	-7%	-$4.35M	40.04%	1
2023 Q4	$61.6M	Hold	259,836	–	–	39.45%	1
2023 Q3	$55.2M	Hold	259,836	–	–	39.4%	1
2023 Q2	$57.2M	Hold	259,836	–	–	39.26%	1
2023 Q1	$53M	Hold	259,836	–	–	39.21%	1
2022 Q4	$49.7M	Hold	259,836	–	–	39.82%	1
2022 Q3	$46.6M	Hold	259,836	–	–	39.99%	1
2022 Q2	$49M	Sell	259,836 -39,832	-13%	-$8.18M	39.82%	1
2022 Q1	$68.2M	Hold	299,668	–	–	40.03%	1
2021 Q4	$72.4M	Hold	299,668	–	–	40.03%	1
2021 Q3	$66.5M	Buy	+299,668	New	+$68.3M	39.76%	1

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

Independent Order of Foresters's VTI Position: Q2 2026 in Review

Independent Order of Foresters reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 19% in Q2 2026, selling an estimated $14.3M and leaving 173,815 shares worth $64.3M. The position accounts for 62.64% of the portfolio, ranked #1.

Independent Order of Foresters first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. The position peaked at $72.4M in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Independent Order of Foresters held 173,815 shares of Vanguard Morningstar Total Stock Market ETF worth $64.3M as of Q2 2026.
Independent Order of Foresters sold 40,050 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $14.3M.
Vanguard Morningstar Total Stock Market ETF made up 62.64% of Independent Order of Foresters's portfolio in Q2 2026, its #1 holding.
Independent Order of Foresters first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
Independent Order of Foresters's Vanguard Morningstar Total Stock Market ETF position peaked at $72.4M in Q4 2021.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Independent Order of Foresters's 13F filing for Q2 2026, filed 4 Aug 2026.