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Insight Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Insight 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
Q2 		$950K Buy
2,568
+20
+0.8% +$7.15K 0.17% 87
2026
Q1 		$817K Buy
2,548
+338
+15% +$113K 0.16% 92
2025
Q4 		$741K Sell
2,210
-17
-0.8% -$5.66K 0.11% 120
2025
Q3 		$733K Buy
2,227
+159
+8% +$50.2K 0.11% 122
2025
Q2 		$629K Buy
2,068
+29
+1% +$8.16K 0.1% 130
2025
Q1 		$561K Sell
2,039
-18
-0.9% -$5.23K 0.1% 134
2024
Q4 		$599K Sell
2,057
-56
-3% -$16.3K 0.1% 133
2024
Q3 		$599K Buy
2,113
+111
+6% +$30.3K 0.1% 138
2024
Q2 		$536K Buy
2,002
+57
+3% +$14.8K 0.1% 145
2024
Q1 		$505K Buy
1,945
+67
+4% +$16.6K 0.1% 157
2023
Q4 		$446K Buy
1,878
+579
+45% +$128K 0.09% 156
2023
Q3 		$276K Sell
1,299
-7
-0.5% -$1.55K 0.06% 217
2023
Q2 		$288K Buy
1,306
+32
+3% +$6.67K 0.06% 221
2023
Q1 		$260K Sell
1,274
-1
-0.1% -$200 0.06% 246
2022
Q4 		$243K Sell
1,275
-691
-35% -$133K 0.08% 274
2022
Q3 		$353K Buy
1,966
+516
+36% +$103K 0.14% 189
2022
Q2 		$301K Sell
1,450
-76
-5% -$15.6K 0.1% 228
2022
Q1 		$347K Buy
1,526
+438
+40% +$98.5K 0.1% 232
2021
Q4 		$263K Hold
1,088
– – 0.08% 267
2021
Q3 		$263K Buy
1,088
+30
+3% +$6.84K 0.08% 266
2021
Q2 		$239K Buy
+1,058
New +$230K 0.08% 275

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

Insight Advisors's VTI Position: Q2 2026 in Review

Insight Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.78% in Q2 2026, buying an estimated $7.15K and bringing the position to 2,568 shares worth $950K. The position accounts for 0.17% of the portfolio, ranked #87.

Insight Advisors first reported a position in VTI in Q2 2021 and has held it in 21 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Insight Advisors held 2,568 shares of Vanguard Morningstar Total Stock Market ETF worth $950K as of Q2 2026.
  • Insight Advisors bought 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Insight Advisors's portfolio in Q2 2026, its #87 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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