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

Integral Investment 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 		$7.89M Buy
21,324
+31
+0.1% +$11.1K 1.74% 18
2026
Q1 		$6.83M Sell
21,293
-312
-1% -$105K 1.7% 17
2025
Q4 		$7.24M Buy
21,605
+1,057
+5% +$352K 1.8% 17
2025
Q3 		$6.74M Sell
20,548
-588
-3% -$186K 1.82% 15
2025
Q2 		$6.42M Sell
21,136
-4,728
-18% -$1.33M 1.83% 15
2025
Q1 		$7.11M Buy
25,864
+1,150
+5% +$334K 2.27% 15
2024
Q4 		$7.16M Sell
24,714
-710
-3% -$207K 2.32% 15
2024
Q3 		$7.2M Buy
25,424
+570
+2% +$155K 2.41% 14
2024
Q2 		$6.7M Buy
24,854
+15,471
+165% +$4M 2.47% 13
2024
Q1 		$2.44M Buy
+9,383
New +$2.32M 1.01% 23
2023
Q2 		– Sell
-2,179
Closed -$445K – 82
2023
Q1 		$445K Sell
2,179
-173
-7% -$34.6K 0.32% 54
2022
Q4 		$450K Sell
2,352
-36,384
-94% -$7.01M 0.35% 51
2022
Q3 		$6.95M Sell
38,736
-2,315
-6% -$461K 5.68% 4
2022
Q2 		$7.74M Sell
41,051
-929
-2% -$191K 6.58% 2
2022
Q1 		$9.56M Sell
41,980
-7,350
-15% -$1.65M 5.98% 2
2021
Q4 		$11.9M Buy
+49,330
New +$11.6M 8.56% 2

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

Integral Investment Advisors's VTI Position: Q2 2026 in Review

Integral Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q2 2026, buying an estimated $11.1K and bringing the position to 21,324 shares worth $7.89M. The position accounts for 1.74% of the portfolio, ranked #18.

Integral Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.9M in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Integral Investment Advisors held 21,324 shares of Vanguard Morningstar Total Stock Market ETF worth $7.89M as of Q2 2026.
  • Integral Investment Advisors bought 31 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.74% of Integral Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Integral Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Integral Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $11.9M in Q4 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.