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Integrated Investment Consultants’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Integrated Investment Consultants’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 		$565K Sell
1,528
-120
-7% -$42.9K 0.11% 127
2026
Q1 		$529K Buy
1,648
+8
+0.5% +$2.68K 0.11% 118
2025
Q4 		$550K Sell
1,640
-1,211
-42% -$403K 0.11% 126
2025
Q3 		$936K Sell
2,851
-34
-1% -$10.7K 0.16% 91
2025
Q2 		$877K Sell
2,885
-168,182
-98% -$47.3M 0.17% 94
2025
Q1 		$521K Buy
171,067
+579
+0.3% +$168K 0.1% 147
2024
Q4 		$372K Buy
+170,488
New +$49.7M 0.08% 202
2023
Q3 		– Sell
-6,362
Closed -$1.4M – 276
2023
Q2 		$1.4M Buy
6,362
+24
+0.4% +$5.01K 0.44% 34
2023
Q1 		$1.29M Buy
6,338
+126
+2% +$25.2K 0.41% 35
2022
Q4 		$1.19M Sell
6,212
-123
-2% -$23.7K 0.4% 40
2022
Q3 		$1.14M Buy
6,335
+119
+2% +$23.7K 0.45% 33
2022
Q2 		$1.17M Sell
6,216
-759
-11% -$156K 0.42% 38
2022
Q1 		$1.59M Buy
6,975
+1,107
+19% +$249K 0.43% 34
2021
Q4 		$1.42M Buy
5,868
+16
+0.3% +$3.78K 0.38% 39
2021
Q3 		$1.3M Buy
5,852
+337
+6% +$76.8K 0.38% 40
2021
Q2 		$1.23M Sell
5,515
-51
-0.9% -$11.1K 0.36% 42
2021
Q1 		$1.15M Buy
5,566
+4,501
+423% +$911K 0.4% 38
2020
Q4 		$207K Buy
+1,065
New +$195K 0.08% 226
2018
Q2 		– Sell
-557
Closed -$76K – 689
2018
Q1 		$76K Buy
+557
New +$78.1K 0.03% 369
2017
Q3 		$72K Hold
557
– – 0.03% 347
2017
Q2 		$69K Hold
557
– – 0.03% 357
2017
Q1 		$68K Hold
557
– – 0.03% 355
2016
Q4 		$64K Hold
557
– – 0.03% 347
2016
Q3 		$61K Hold
557
– – 0.03% 368
2016
Q2 		$60K Hold
557
– – 0.03% 374
2016
Q1 		$58K Buy
+557
New +$55.2K 0.03% 336

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

Integrated Investment Consultants's VTI Position: Q2 2026 in Review

Integrated Investment Consultants reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.3% in Q2 2026, selling an estimated $42.9K and leaving 1,528 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #127.

Integrated Investment Consultants first reported a position in VTI in Q1 2016 and has held it in 26 quarters since. The position peaked at $1.59M in Q1 2022. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Integrated Investment Consultants held 1,528 shares of Vanguard Morningstar Total Stock Market ETF worth $565K as of Q2 2026.
  • Integrated Investment Consultants sold 120 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $42.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Integrated Investment Consultants's portfolio in Q2 2026, its #127 holding.
  • Integrated Investment Consultants first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 26 quarters since.
  • Integrated Investment Consultants's Vanguard Morningstar Total Stock Market ETF position peaked at $1.59M in Q1 2022.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.