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Innovative Asset Advisors Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Innovative Asset Advisors Group’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 		$826K Buy
2,232
+729
+49% +$261K 0.36% 58
2026
Q1 		$482K Buy
+1,503
New +$504K 0.28% 70

Other funds holding VTI

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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Innovative Asset Advisors Group's VTI Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 49% in Q2 2026, buying an estimated $261K and bringing the position to 2,232 shares worth $826K. The position accounts for 0.36% of the portfolio, ranked #58.

Innovative Asset Advisors Group first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Innovative Asset Advisors Group held 2,232 shares of Vanguard Morningstar Total Stock Market ETF worth $826K as of Q2 2026.
  • Innovative Asset Advisors Group bought 729 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $261K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.36% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #58 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.