IF
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Intrua Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Intrua Financial’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 		$6.51M Sell
17,593
-3,027
-15% -$1.08M 0.6% 31
2026
Q1 		$6.62M Buy
20,620
+1,142
+6% +$383K 0.68% 27
2025
Q4 		$6.53M Buy
19,478
+2,842
+17% +$945K 0.69% 28
2025
Q3 		$5.46M Buy
16,636
+1,215
+8% +$384K 0.59% 28
2025
Q2 		$4.69M Sell
15,421
-393
-2% -$111K 0.63% 27
2025
Q1 		$4.35M Sell
15,814
-43
-0.3% -$12.5K 0.63% 30
2024
Q4 		$4.6M Sell
15,857
-1,626
-9% -$474K 0.71% 29
2024
Q3 		$4.95M Sell
17,483
-795
-4% -$217K 0.74% 23
2024
Q2 		$4.89M Sell
18,278
-228
-1% -$59K 0.73% 24
2024
Q1 		$4.81M Sell
18,506
-624
-3% -$154K 0.69% 29
2023
Q4 		$4.54M Sell
19,130
-7,977
-29% -$1.76M 0.66% 34
2023
Q3 		$5.76M Buy
27,107
+547
+2% +$121K 0.97% 22
2023
Q2 		$5.85M Buy
26,560
+1,190
+5% +$248K 0.99% 24
2023
Q1 		$5.18M Sell
25,370
-889
-3% -$178K 1.08% 21
2022
Q4 		$5.12M Buy
26,259
+14,562
+124% +$2.81M 1.18% 19
2022
Q3 		$2.1M Sell
11,697
-776
-6% -$155K 0.56% 40
2022
Q2 		$2.35M Sell
12,473
-276
-2% -$56.7K 0.5% 43
2022
Q1 		$2.9M Sell
12,749
-665
-5% -$150K 0.52% 42
2021
Q4 		$3.24M Buy
13,414
+108
+0.8% +$25.5K 0.57% 38
2021
Q3 		$3.12M Buy
13,306
+5,375
+68% +$1.23M 0.57% 33
2021
Q2 		$1.82M Sell
7,931
-441
-5% -$95.7K 0.43% 43
2021
Q1 		$1.82M Sell
8,372
-825
-9% -$167K 0.46% 43
2020
Q4 		$1.79M Buy
9,197
+233
+3% +$42.6K 0.8% 23
2020
Q3 		$1.64M Sell
8,964
-3,733
-29% -$628K 0.81% 22
2020
Q2 		$2.17M Buy
+12,697
New +$1.87M 0.83% 25

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

Intrua Financial's VTI Position: Q2 2026 in Review

Intrua Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, selling an estimated $1.08M and leaving 17,593 shares worth $6.51M. The position accounts for 0.6% of the portfolio, ranked #31.

Intrua Financial first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.62M in Q1 2026. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Intrua Financial held 17,593 shares of Vanguard Morningstar Total Stock Market ETF worth $6.51M as of Q2 2026.
  • Intrua Financial sold 3,027 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.08M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.6% of Intrua Financial's portfolio in Q2 2026, its #31 holding.
  • Intrua Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $6.62M in Q1 2026.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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