Investor's Fiduciary Advisor Network’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Investor's Fiduciary Advisor Network’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	$2.17M	Buy	5,856 +1,376	+31%	+$492K	0.74%	40
2026 Q1	$1.44M	Buy	4,480 +53	+1%	+$17.8K	0.44%	65
2025 Q4	$1.48M	Buy	4,427 +203	+5%	+$67.5K	0.32%	72
2025 Q3	$1.39M	Buy	4,224 +152	+4%	+$48K	0.47%	54
2025 Q2	$1.24M	Buy	4,072 +2,297	+129%	+$646K	0.46%	61
2025 Q1	$487K	Sell	1,775 -978	-36%	-$284K	0.23%	105
2024 Q4	$797K	Buy	+2,753	New	+$803K	0.31%	86

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

Investor's Fiduciary Advisor Network's VTI Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 31% in Q2 2026, buying an estimated $492K and bringing the position to 5,856 shares worth $2.17M. The position accounts for 0.74% of the portfolio, ranked #40.

Investor's Fiduciary Advisor Network first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Investor's Fiduciary Advisor Network held 5,856 shares of Vanguard Morningstar Total Stock Market ETF worth $2.17M as of Q2 2026.
Investor's Fiduciary Advisor Network bought 1,376 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $492K.
Vanguard Morningstar Total Stock Market ETF made up 0.74% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #40 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.