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LRI Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LRI Investments’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 		$5.86M Buy
15,832
+4
+0% +$1.43K 0.47% 28
2026
Q1 		$5.08M Buy
15,828
+1,505
+11% +$505K 0.45% 30
2025
Q4 		$4.8M Buy
14,323
+159
+1% +$52.9K 0.39% 32
2025
Q3 		$4.65M Buy
14,164
+5
+0% +$1.58K 0.38% 29
2025
Q2 		$4.3M Buy
14,159
+334
+2% +$93.9K 0.37% 30
2025
Q1 		$3.8M Buy
13,825
+2,517
+22% +$731K 0.37% 32
2024
Q4 		$3.28M Buy
11,308
+1,520
+16% +$443K 0.32% 29
2024
Q3 		$2.88M Buy
9,788
+3,519
+56% +$960K 0.28% 31
2024
Q2 		$1.68M Hold
6,269
– – 0.19% 43
2024
Q1 		$1.63M Buy
+6,269
New +$1.55M 0.41% 35

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

LRI Investments's VTI Position: Q2 2026 in Review

LRI Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q2 2026, buying an estimated $1.43K and bringing the position to 15,832 shares worth $5.86M. The position accounts for 0.47% of the portfolio, ranked #28.

LRI Investments first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LRI Investments held 15,832 shares of Vanguard Morningstar Total Stock Market ETF worth $5.86M as of Q2 2026.
  • LRI Investments bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.47% of LRI Investments's portfolio in Q2 2026, its #28 holding.
  • LRI Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.