IFA
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Index Fund Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Index Fund Advisors’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
Q1 		$15.2M Sell
47,365
-177
-0.4% -$59.4K 0.68% 17
2025
Q4 		$15.9M Buy
47,542
+105
+0.2% +$34.9K 0.75% 15
2025
Q3 		$15.6M Buy
47,437
+34,834
+276% +$11M 0.76% 15
2025
Q2 		$3.83M Buy
12,603
+43
+0.3% +$12.1K 0.22% 23
2025
Q1 		$3.45M Buy
12,560
+117
+0.9% +$34K 0.21% 19
2024
Q4 		$3.61M Buy
12,443
+29
+0.2% +$8.46K 0.19% 20
2024
Q3 		$3.52M Sell
12,414
-310
-2% -$84.6K 0.19% 21
2024
Q2 		$3.4M Sell
12,724
-3,041
-19% -$787K 0.19% 21
2024
Q1 		$4.1M Buy
15,765
+29
+0.2% +$7.17K 0.23% 17
2023
Q4 		$3.73M Buy
15,736
+34
+0.2% +$7.52K 0.22% 16
2023
Q3 		$3.34M Sell
15,702
-13,021
-45% -$2.88M 0.22% 16
2023
Q2 		$6.33M Sell
28,723
-1,298
-4% -$271K 0.41% 9
2023
Q1 		$6.13M Buy
30,021
+3,716
+14% +$744K 0.42% 9
2022
Q4 		$5.03M Buy
26,305
+101
+0.4% +$19.5K 0.35% 9
2022
Q3 		$4.7M Buy
26,204
+267
+1% +$53.2K 0.36% 9
2022
Q2 		$4.89M Sell
25,937
-329
-1% -$67.6K 0.37% 8
2022
Q1 		$5.98M Buy
26,266
+56
+0.2% +$12.6K 0.45% 7
2021
Q4 		$6.33M Buy
+26,210
New +$6.19M 0.45% 7

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Index Fund Advisors's VTI Position: Q1 2026 in Review

Index Fund Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.37% in Q1 2026, selling an estimated $59.4K and leaving 47,365 shares worth $15.2M. The position accounts for 0.68% of the portfolio, ranked #17.

Index Fund Advisors first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.9M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Index Fund Advisors held 47,365 shares of Vanguard Morningstar Total Stock Market ETF worth $15.2M as of Q1 2026.
  • Index Fund Advisors sold 177 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $59.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.68% of Index Fund Advisors's portfolio in Q1 2026, its #17 holding.
  • Index Fund Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $15.9M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.