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

Investment Partners’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 		$638K Buy
1,724
+5
+0.3% +$1.79K 0.2% 99
2026
Q1 		$551K Buy
+1,719
New +$577K 0.2% 98
2022
Q4 		– Sell
-3,068
Closed -$551K – 246
2022
Q3 		$551K Buy
+3,068
New +$611K 0.16% 125
2015
Q2 		– Sell
-273
Closed -$29K – 144
2015
Q1 		$29K Buy
+273
New +$29.2K 0.03% 129

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

Investment Partners's VTI Position: Q2 2026 in Review

Investment Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.29% in Q2 2026, buying an estimated $1.79K and bringing the position to 1,724 shares worth $638K. The position accounts for 0.2% of the portfolio, ranked #99.

Investment Partners first reported a position in VTI in Q1 2015 and has held it in 4 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Investment Partners held 1,724 shares of Vanguard Morningstar Total Stock Market ETF worth $638K as of Q2 2026.
  • Investment Partners bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Investment Partners's portfolio in Q2 2026, its #99 holding.
  • Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 4 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.