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

Raymond James 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	$1.15B	Buy	3,108,544 +155,654	+5%	+$55.7M	0.31%	55
2026 Q1	$947M	Sell	2,952,890 -60,202	-2%	-$20.2M	0.29%	53
2025 Q4	$1.01B	Buy	3,013,092 +163,384	+6%	+$54.4M	0.31%	50
2025 Q3	$935M	Sell	2,849,708 -192,398	-6%	-$60.8M	0.3%	54
2025 Q2	$925M	Sell	3,042,106 -102,724	-3%	-$28.9M	0.32%	51
2025 Q1	$864M	Buy	3,144,830 +86,622	+3%	+$25.2M	0.33%	53
2024 Q4	$886M	Buy	+3,058,208	New	+$892M	0.33%	49

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial's VTI Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.3% in Q2 2026, buying an estimated $55.7M and bringing the position to 3,108,544 shares worth $1.15B. The position accounts for 0.31% of the portfolio, ranked #55.

Raymond James Financial first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Raymond James Financial held 3,108,544 shares of Vanguard Morningstar Total Stock Market ETF worth $1.15B as of Q2 2026.
Raymond James Financial bought 155,654 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $55.7M.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Raymond James Financial's portfolio in Q2 2026, its #55 holding.
Raymond James Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.