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

Ironwood 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 		$15.1M Buy
40,713
+1,980
+5% +$708K 2.36% 7
2026
Q1 		$12.4M Buy
38,733
+2,168
+6% +$727K 2.17% 8
2025
Q4 		$12.5M Buy
36,565
+1,645
+5% +$547K 2.13% 9
2025
Q3 		$11.5M Buy
34,920
+4,431
+15% +$1.4M 2.03% 9
2025
Q2 		$8.38M Hold
30,489
– – 1.8% 14
2025
Q1 		$8.38M Buy
30,489
+124
+0.4% +$36K 1.8% 14
2024
Q4 		$8.8M Buy
30,365
+1,388
+5% +$405K 1.85% 14
2024
Q3 		$8.21M Buy
28,977
+2,030
+8% +$554K 1.72% 14
2024
Q2 		$7.21M Buy
26,947
+1,771
+7% +$458K 1.62% 15
2024
Q1 		$6.54M Buy
25,176
+2,855
+13% +$706K 1.5% 17
2023
Q4 		$5.29M Buy
22,321
+1,266
+6% +$280K 1.28% 19
2023
Q3 		$4.47M Buy
21,055
+2,659
+14% +$589K 1.2% 20
2023
Q2 		$4.05M Buy
18,396
+996
+6% +$208K 1.07% 25
2023
Q1 		$3.55M Buy
17,400
+2,693
+18% +$539K 0.99% 25
2022
Q4 		$2.81M Buy
14,707
+748
+5% +$144K 0.88% 26
2022
Q3 		$2.5M Buy
13,959
+866
+7% +$173K 0.83% 27
2022
Q2 		$2.47M Buy
13,093
+485
+4% +$99.6K 0.79% 29
2022
Q1 		$2.87M Buy
12,608
+581
+5% +$131K 0.81% 27
2021
Q4 		$2.9M Buy
12,027
+2,029
+20% +$479K 0.8% 30
2021
Q3 		$2.22M Buy
9,998
+1,930
+24% +$440K 0.65% 34
2021
Q2 		$1.8M Buy
8,068
+2,413
+43% +$524K 0.54% 34
2021
Q1 		$1.17M Buy
5,655
+4,617
+445% +$934K 0.38% 51
2020
Q4 		$202K Buy
1,038
+269
+35% +$49.2K 0.08% 101
2020
Q3 		$131K Sell
769
-16
-2% -$2.69K 0.07% 73
2020
Q2 		$123K Buy
785
+46
+6% +$6.78K 0.07% 72
2020
Q1 		$95K Buy
739
+86
+13% +$13.3K 0.07% 59
2019
Q4 		$107K Sell
653
-491
-43% -$76.9K 0.05% 74
2019
Q3 		$173K Hold
1,144
– – 0.08% 56
2019
Q2 		$172K Hold
1,144
– – 0.08% 57
2019
Q1 		$166K Hold
1,144
– – 0.09% 57
2018
Q4 		$146K Hold
1,144
– – 0.08% 54
2018
Q3 		$171K Buy
1,144
+194
+20% +$28.6K 0.09% 57
2018
Q2 		$133K Sell
950
-55
-5% -$7.67K 0.08% 58
2018
Q1 		$136K Sell
1,005
-13
-1% -$1.82K 0.15% 46
2017
Q4 		$140K Sell
1,018
-16
-2% -$2.14K 0.08% 54
2017
Q3 		$134K Buy
1,034
+8
+0.8% +$1.01K 0.08% 58
2017
Q2 		$128K Buy
1,026
+5
+0.5% +$616 0.08% 55
2017
Q1 		$124K Buy
1,021
+61
+6% +$7.31K 0.08% 55
2016
Q4 		$111K Sell
960
-16
-2% -$1.8K 0.08% 56
2016
Q3 		$109K Hold
976
– – 0.08% 58
2016
Q2 		$105K Sell
976
-9
-0.9% -$954 0.08% 62
2016
Q1 		$103K Buy
+985
New +$97.7K 0.08% 64
2015
Q3 		$137K Sell
1,391
-326
-19% -$34.2K 0.07% 78
2015
Q2 		$183K Sell
1,717
-19
-1% -$2.07K 0.09% 68
2015
Q1 		$186K Sell
1,736
-8
-0.5% -$854 0.09% 69
2014
Q4 		$185K Buy
+1,744
New +$180K 0.1% 66

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

Ironwood Financial's VTI Position: Q2 2026 in Review

Ironwood Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.1% in Q2 2026, buying an estimated $708K and bringing the position to 40,713 shares worth $15.1M. The position accounts for 2.36% of the portfolio, ranked #7.

Ironwood Financial first reported a position in VTI in Q4 2014 and has held it in 46 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ironwood Financial held 40,713 shares of Vanguard Morningstar Total Stock Market ETF worth $15.1M as of Q2 2026.
  • Ironwood Financial bought 1,980 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $708K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.36% of Ironwood Financial's portfolio in Q2 2026, its #7 holding.
  • Ironwood Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 46 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.