Investment Research & Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Investment Research & 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	$137K	Sell	370 -6	-2%	-$2.15K	0.04%	91
2026 Q1	$121K	Hold	376	–	–	0.04%	89
2025 Q4	$126K	Buy	376 +362	+2,586%	+$120K	0.04%	85
2025 Q3	$4.61K	Hold	14	–	–	﹤0.01%	209
2025 Q2	$4.25K	Hold	14	–	–	﹤0.01%	200
2025 Q1	$3.85K	Hold	14	–	–	﹤0.01%	200
2024 Q4	$4.06K	Hold	14	–	–	﹤0.01%	175
2024 Q3	$3.96K	Hold	14	–	–	﹤0.01%	174
2024 Q2	$3.75K	Hold	14	–	–	﹤0.01%	174
2024 Q1	$3.64K	Hold	14	–	–	﹤0.01%	177
2023 Q4	$3.32K	Hold	14	–	–	﹤0.01%	177
2023 Q3	$2.97K	Hold	14	–	–	﹤0.01%	182
2023 Q2	$3.08K	Hold	14	–	–	﹤0.01%	190
2023 Q1	$2.86K	Hold	14	–	–	﹤0.01%	168
2022 Q4	$2.68K	Hold	14	–	–	﹤0.01%	168
2022 Q3	$3K	Hold	14	–	–	﹤0.01%	168
2022 Q2	$3K	Sell	14 -1,451	-99%	-$298K	﹤0.01%	170
2022 Q1	$334K	Buy	1,465 +669	+84%	+$150K	0.21%	54
2021 Q4	$192K	Hold	796	–	–	0.12%	62
2021 Q3	$178K	Hold	796	–	–	0.12%	65
2021 Q2	$177K	Hold	796	–	–	0.12%	67
2021 Q1	$165K	Hold	796	–	–	0.12%	61
2020 Q4	$155K	Hold	796	–	–	0.12%	64
2020 Q3	$136K	Hold	796	–	–	0.11%	64
2020 Q2	$124K	Buy	796 +14	+2%	+$2.06K	0.11%	62
2020 Q1	$101K	Hold	782	–	–	0.09%	59
2019 Q4	$128K	Buy	+782	New	+$123K	0.12%	61

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

Investment Research & Advisory Group's VTI Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $2.15K and leaving 370 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #91.

Investment Research & Advisory Group first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $334K in Q1 2022. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Investment Research & Advisory Group held 370 shares of Vanguard Morningstar Total Stock Market ETF worth $137K as of Q2 2026.
Investment Research & Advisory Group sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Investment Research & Advisory Group's portfolio in Q2 2026, its #91 holding.
Investment Research & Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
Investment Research & Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $334K in Q1 2022.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.