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Joel Adams & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Joel Adams & Associates’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 		$1.72M Buy
4,646
+65
+1% +$23.2K 1.1% 20
2026
Q1 		$1.47M Buy
4,581
+307
+7% +$103K 1.09% 19
2025
Q4 		$1.43M Buy
4,274
+90
+2% +$29.9K 1.08% 19
2025
Q3 		$1.37M Buy
4,184
+2
+0% +$632 1.11% 17
2025
Q2 		$1.27M Sell
4,182
-176
-4% -$49.5K 1.13% 18
2025
Q1 		$1.2M Sell
4,358
-576
-12% -$167K 1.08% 18
2024
Q4 		$1.43M Buy
+4,934
New +$1.44M 1.3% 14

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

Joel Adams & Associates's VTI Position: Q2 2026 in Review

Joel Adams & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, buying an estimated $23.2K and bringing the position to 4,646 shares worth $1.72M. The position accounts for 1.1% of the portfolio, ranked #20.

Joel Adams & Associates first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Joel Adams & Associates held 4,646 shares of Vanguard Morningstar Total Stock Market ETF worth $1.72M as of Q2 2026.
  • Joel Adams & Associates bought 65 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $23.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.1% of Joel Adams & Associates's portfolio in Q2 2026, its #20 holding.
  • Joel Adams & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.