Integris Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Integris Wealth Management's VTI Position: Q2 2026 in Review
Integris Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.81% in Q2 2026, buying an estimated $320K and bringing the position to 111,124 shares worth $41.1M. The position accounts for 8.3% of the portfolio, ranked #3.
Integris Wealth Management first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Integris Wealth Management held 111,124 shares of Vanguard Morningstar Total Stock Market ETF worth $41.1M as of Q2 2026.
- Integris Wealth Management bought 895 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $320K.
- Vanguard Morningstar Total Stock Market ETF made up 8.3% of Integris Wealth Management's portfolio in Q2 2026, its #3 holding.
- Integris Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
- 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.