Raymond James Financial
VTI icon

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
2025
Q3 		– Sell
-1,100
Closed -$275K – 6754
2025
Q2 		$275K Hold
1,100
– – ﹤0.01% 4345
2025
Q1 		$264K Buy
+1,100
New +$320K ﹤0.01% 4280

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial's VTI Position: Q1 2026 in Review

Raymond James Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q1 2026, selling an estimated $20.2M and leaving 2,952,890 shares worth $947M. The position accounts for 0.29% of the portfolio, ranked #53.

Raymond James Financial first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01B in Q4 2025. 3,563 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Raymond James Financial held 2,952,890 shares of Vanguard Morningstar Total Stock Market ETF worth $947M as of Q1 2026.
  • Raymond James Financial sold 60,202 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $20.2M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Raymond James Financial's portfolio in Q1 2026, its #53 holding.
  • Raymond James Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $1.01B in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.