RDA Financial Network’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RDA Financial Network’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 Q3	$1.32M	Sell	3,520 -3,570	-50%	-$1.34M	0.29%	83
2026 Q2	$2.62M	Buy	7,090 +170	+2%	+$60.8K	0.57%	46
2026 Q1	$2.22M	Buy	6,920 +12	+0.2%	+$4.03K	0.56%	47
2025 Q4	$2.32M	Sell	6,908 -48	-0.7%	-$16K	0.56%	47
2025 Q3	$2.28M	Sell	6,956 -8	-0.1%	-$2.53K	0.56%	47
2025 Q2	$2.12M	Sell	6,964 -31	-0.4%	-$8.72K	0.57%	44
2025 Q1	$1.92M	Buy	6,995 +131	+2%	+$38.1K	0.57%	52
2024 Q4	$1.99M	Sell	6,864 -211	-3%	-$61.6K	0.58%	49
2024 Q3	$2M	Sell	7,075 -67	-0.9%	-$18.3K	0.62%	44
2024 Q2	$1.91M	Sell	7,142 -290	-4%	-$75.1K	0.63%	43
2024 Q1	$1.93M	Sell	7,432 -164	-2%	-$40.6K	0.66%	43
2023 Q4	$1.8M	Sell	7,596 -267	-3%	-$59K	0.68%	42
2023 Q3	$1.67M	Buy	7,863 +546	+7%	+$121K	0.72%	40
2023 Q2	$1.61M	Sell	7,317 -242	-3%	-$50.5K	0.68%	44
2023 Q1	$1.54M	Buy	7,559 +266	+4%	+$53.2K	0.7%	44
2022 Q4	$1.39M	Sell	7,293 -8	-0.1%	-$1.54K	0.7%	48
2022 Q3	$1.31M	Sell	7,301 -1,562	-18%	-$311K	0.72%	44
2022 Q2	$1.67M	Buy	8,863 +90	+1%	+$18.5K	0.84%	35
2022 Q1	$2M	Buy	8,773 +13	+0.1%	+$2.92K	0.84%	33
2021 Q4	$2.12M	Sell	8,760 -107	-1%	-$25.3K	0.86%	35
2021 Q3	$1.97M	Sell	8,867 -30	-0.3%	-$6.84K	0.87%	36
2021 Q2	$1.98M	Buy	8,897 +1,194	+16%	+$259K	0.88%	35
2021 Q1	$1.59M	Sell	7,703 -537	-7%	-$109K	0.68%	45
2020 Q4	$1.6M	Buy	8,240 +148	+2%	+$27.1K	0.72%	41
2020 Q3	$1.38M	Sell	8,092 -196	-2%	-$33K	0.62%	41
2020 Q2	$1.3M	Buy	8,288 +516	+7%	+$76.1K	0.65%	41
2020 Q1	$1M	Sell	7,772 -124	-2%	-$19.2K	0.6%	44
2019 Q4	$1.31M	Sell	7,896 -1,635	-17%	-$256K	0.53%	49
2019 Q3	$1.51M	Buy	9,531 +1,761	+23%	+$265K	0.65%	36
2019 Q2	$1.18M	Sell	7,770 -29	-0.4%	-$4.27K	0.53%	50
2019 Q1	$1.16M	Buy	+7,799	New	+$1.09M	0.55%	49

Other funds holding VTI

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

RDA Financial Network's VTI Position: Q3 2026 in Review

RDA Financial Network reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 50% in Q3 2026, selling an estimated $1.34M and leaving 3,520 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #83.

RDA Financial Network first reported a position in VTI in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.62M in Q2 2026. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

RDA Financial Network held 3,520 shares of Vanguard Morningstar Total Stock Market ETF worth $1.32M as of Q3 2026.
RDA Financial Network sold 3,570 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.34M.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of RDA Financial Network's portfolio in Q3 2026, its #83 holding.
RDA Financial Network first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 31 quarters since.
RDA Financial Network's Vanguard Morningstar Total Stock Market ETF position peaked at $2.62M in Q2 2026.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.