Investmark Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Investmark Advisory Group’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	$367K	Buy	992 +3	+0.3%	+$1.07K	0.14%	104
2026 Q1	$318K	Buy	989 +48	+5%	+$16.1K	0.14%	100
2025 Q4	$316K	Buy	941 +5	+0.5%	+$1.66K	0.13%	102
2025 Q3	$307K	Buy	936 +2	+0.2%	+$632	0.13%	103
2025 Q2	$284K	Hold	934	–	–	0.13%	106
2025 Q1	$257K	Buy	934 +88	+10%	+$25.6K	0.13%	104
2024 Q4	$245K	Buy	846 +4	+0.5%	+$1.17K	0.12%	106
2024 Q3	$239K	Buy	842 +3	+0.4%	+$818	0.12%	108
2024 Q2	$225K	Sell	839 -1	-0.1%	-$259	0.12%	105
2024 Q1	$218K	Buy	+840	New	+$208K	0.12%	109
2022 Q1	–	Sell	-150	Closed	-$36K	–	354
2021 Q4	$36K	Buy	+150	New	+$35.4K	0.03%	174

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Investmark Advisory Group's VTI Position: Q2 2026 in Review

Investmark Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.3% in Q2 2026, buying an estimated $1.07K and bringing the position to 992 shares worth $367K. The position accounts for 0.14% of the portfolio, ranked #104.

Investmark Advisory Group first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Investmark Advisory Group held 992 shares of Vanguard Morningstar Total Stock Market ETF worth $367K as of Q2 2026.
Investmark Advisory Group bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Investmark Advisory Group's portfolio in Q2 2026, its #104 holding.
Investmark Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.