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RAM Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RAM Investment Partners’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 		$1.56M Sell
4,212
-46
-1% -$16.4K 0.25% 37
2026
Q1 		$1.37M Sell
4,258
-16
-0.4% -$5.37K 0.24% 36
2025
Q4 		$1.43M Sell
4,274
-191
-4% -$63.5K 0.26% 33
2025
Q3 		$1.47M Hold
4,465
– – 0.27% 31
2025
Q2 		$1.36M Sell
4,465
-2
-0% -$563 0.28% 28
2025
Q1 		$1.23M Hold
4,467
– – 0.3% 30
2024
Q4 		$1.29M Buy
4,467
+77
+2% +$22.5K 0.32% 28
2024
Q3 		$1.24M Sell
4,390
-206
-4% -$56.2K 0.32% 25
2024
Q2 		$1.23M Buy
4,596
+345
+8% +$89.3K 0.36% 24
2024
Q1 		$1.1M Hold
4,251
– – 0.35% 23
2023
Q4 		$1.01M Buy
+4,251
New +$940K 0.35% 23

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RAM Investment Partners's VTI Position: Q2 2026 in Review

RAM Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, selling an estimated $16.4K and leaving 4,212 shares worth $1.56M. The position accounts for 0.25% of the portfolio, ranked #37.

RAM Investment Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 2,031 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • RAM Investment Partners held 4,212 shares of Vanguard Morningstar Total Stock Market ETF worth $1.56M as of Q2 2026.
  • RAM Investment Partners sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of RAM Investment Partners's portfolio in Q2 2026, its #37 holding.
  • RAM Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,031 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.