PRI
VTI icon

Prepared Retirement Institute’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prepared Retirement Institute’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 		$16.6M Buy
44,970
+12,337
+38% +$4.41M 7.08% 4
2026
Q1 		$10.5M Buy
32,633
+2,581
+9% +$866K 5.2% 6
2025
Q4 		$10.1M Buy
30,052
+3,954
+15% +$1.32M 5.07% 6
2025
Q3 		$8.56M Buy
26,098
+5,423
+26% +$1.71M 4.46% 7
2025
Q2 		$6.28M Buy
20,675
+1,760
+9% +$495K 3.7% 9
2025
Q1 		$5.2M Sell
18,915
-1,423
-7% -$413K 3.32% 9
2024
Q4 		$5.89M Buy
20,338
+3,412
+20% +$996K 3.36% 9
2024
Q3 		$4.79M Buy
16,926
+2,516
+17% +$686K 2.9% 11
2024
Q2 		$3.85M Buy
14,410
+13,286
+1,182% +$3.44M 2.56% 11
2024
Q1 		$292K Sell
1,124
-15
-1% -$3.71K 0.22% 53
2023
Q4 		$270K Buy
+1,139
New +$252K 0.2% 63

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

Prepared Retirement Institute's VTI Position: Q2 2026 in Review

Prepared Retirement Institute increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 38% in Q2 2026, buying an estimated $4.41M and bringing the position to 44,970 shares worth $16.6M. The position accounts for 7.08% of the portfolio, ranked #4.

Prepared Retirement Institute first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Prepared Retirement Institute held 44,970 shares of Vanguard Morningstar Total Stock Market ETF worth $16.6M as of Q2 2026.
  • Prepared Retirement Institute bought 12,337 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.41M.
  • Vanguard Morningstar Total Stock Market ETF made up 7.08% of Prepared Retirement Institute's portfolio in Q2 2026, its #4 holding.
  • Prepared Retirement Institute first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.