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Intelligent Financial Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Intelligent Financial Strategies’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 		$15.8M Sell
42,620
-379
-0.9% -$136K 7.59% 4
2026
Q1 		$13.8M Sell
42,999
-2,677
-6% -$898K 7.19% 4
2025
Q4 		$15.3M Sell
45,676
-3,655
-7% -$1.22M 7.36% 4
2025
Q3 		$16.2M Buy
49,331
+30,685
+165% +$9.69M 7.9% 4
2025
Q2 		$5.68M Sell
18,646
-14,981
-45% -$4.21M 3.02% 4
2025
Q1 		$9.24M Sell
33,627
-821
-2% -$239K 4.82% 3
2024
Q4 		$9.98M Sell
34,448
-730
-2% -$213K 5.53% 3
2024
Q3 		$9.99M Sell
35,178
-482
-1% -$131K 5.5% 3
2024
Q2 		$9.57M Buy
35,660
+170
+0.5% +$44K 5.89% 3
2024
Q1 		$9.22M Buy
35,490
+3,843
+12% +$951K 5.72% 3
2023
Q4 		$7.51M Sell
31,647
-741
-2% -$164K 5.25% 3
2023
Q3 		$6.88M Buy
32,388
+2,354
+8% +$521K 5.1% 4
2023
Q2 		$6.62M Sell
30,034
-930
-3% -$194K 4.83% 4
2023
Q1 		$6.32M Buy
30,964
+9,969
+47% +$2M 4.95% 4
2022
Q4 		$4.01M Sell
20,995
-598
-3% -$115K 3.38% 8
2022
Q3 		$3.88M Sell
21,593
-83
-0.4% -$16.5K 4.06% 6
2022
Q2 		$4.09M Sell
21,676
-2,318
-10% -$476K 4.15% 7
2022
Q1 		$5.46M Sell
23,994
-1,345
-5% -$302K 5.33% 4
2021
Q4 		$6.12M Buy
+25,339
New +$5.98M 5.5% 3

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

Intelligent Financial Strategies's VTI Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.88% in Q2 2026, selling an estimated $136K and leaving 42,620 shares worth $15.8M. The position accounts for 7.59% of the portfolio, ranked #4.

Intelligent Financial Strategies first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.2M in Q3 2025. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Intelligent Financial Strategies held 42,620 shares of Vanguard Morningstar Total Stock Market ETF worth $15.8M as of Q2 2026.
  • Intelligent Financial Strategies sold 379 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.59% of Intelligent Financial Strategies's portfolio in Q2 2026, its #4 holding.
  • Intelligent Financial Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $16.2M in Q3 2025.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.