Industrial Alliance Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Industrial Alliance Investment Management’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	$23.4M	Sell	63,163 -13	-0%	-$4.65K	11%	2
2026 Q1	$20.3M	Sell	63,176 -2,240	-3%	-$752K	12.12%	2
2025 Q4	$21.9M	Sell	65,416 -723	-1%	-$241K	12.45%	2
2025 Q3	$21.7M	Sell	66,139 -767	-1%	-$242K	13.1%	2
2025 Q2	$20.3M	Sell	66,906 -421	-0.6%	-$118K	13.68%	2
2025 Q1	$18.5M	Sell	67,327 -674	-1%	-$196K	14.76%	2
2024 Q4	$19.7M	Sell	68,001 -347	-0.5%	-$101K	15.31%	2
2024 Q3	$19.4M	Sell	68,348 -692	-1%	-$189K	9.86%	4
2024 Q2	$18.5M	Buy	+69,040	New	+$17.9M	10.48%	4

Other funds holding VTI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Industrial Alliance Investment Management's VTI Position: Q2 2026 in Review

Industrial Alliance Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.02% in Q2 2026, selling an estimated $4.65K and leaving 63,163 shares worth $23.4M. The position accounts for 11% of the portfolio, ranked #2.

Industrial Alliance Investment Management first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 2,916 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Industrial Alliance Investment Management held 63,163 shares of Vanguard Morningstar Total Stock Market ETF worth $23.4M as of Q2 2026.
Industrial Alliance Investment Management sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
Vanguard Morningstar Total Stock Market ETF made up 11% of Industrial Alliance Investment Management's portfolio in Q2 2026, its #2 holding.
Industrial Alliance Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
2,916 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.