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Realta Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Realta Investment Advisors’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 		$1.89M Sell
5,120
-292
-5% -$104K 0.59% 44
2026
Q1 		$1.74M Sell
5,412
-296
-5% -$99.3K 0.6% 43
2025
Q4 		$1.91M Sell
5,708
-383
-6% -$127K 0.63% 39
2025
Q3 		$2M Buy
6,091
+339
+6% +$107K 0.67% 39
2025
Q2 		$1.75M Sell
5,752
-70
-1% -$19.7K 0.69% 38
2025
Q1 		$1.6M Sell
5,822
-1,431
-20% -$416K 0.73% 37
2024
Q4 		$2.13M Buy
7,253
+845
+13% +$247K 0.87% 26
2024
Q3 		$1.85M Sell
6,408
-7,841
-55% -$2.14M 0.85% 28
2024
Q2 		$3.81M Buy
14,249
+3
+0% +$776 0.75% 22
2024
Q1 		$3.7M Sell
14,246
-155
-1% -$38.3K 0.76% 19
2023
Q4 		$3.42M Buy
14,401
+1,400
+11% +$310K 0.77% 17
2023
Q3 		$2.86M Sell
13,001
-74
-0.6% -$16.4K 0.66% 19
2023
Q2 		$2.88M Sell
13,075
-727
-5% -$152K 0.63% 21
2023
Q1 		$2.82M Sell
13,802
-816
-6% -$163K 0.68% 21
2022
Q4 		$2.79M Buy
14,618
+2,224
+18% +$429K 0.68% 23
2022
Q3 		$2.22M Sell
12,394
-76
-0.6% -$15.1K 0.58% 28
2022
Q2 		$2.38M Buy
12,470
+110
+0.9% +$22.6K 0.58% 29
2022
Q1 		$2.81M Sell
12,360
-1,489
-11% -$335K 0.56% 27
2021
Q4 		$3.34M Buy
13,849
+1,027
+8% +$242K 0.74% 24
2021
Q3 		$2.85M Buy
12,822
+72
+0.6% +$16.4K 0.67% 26
2021
Q2 		$2.84M Buy
12,750
+155
+1% +$33.6K 0.67% 26
2021
Q1 		$2.6M Buy
12,595
+155
+1% +$31.4K 0.68% 27
2020
Q4 		$2.42M Buy
12,440
+906
+8% +$166K 0.69% 24
2020
Q3 		$1.96M Buy
11,534
+47
+0.4% +$7.91K 0.66% 29
2020
Q2 		$1.8M Buy
11,487
+1,023
+10% +$151K 0.59% 30
2020
Q1 		$1.35M Sell
10,464
-826
-7% -$128K 0.58% 33
2019
Q4 		$1.81M Buy
11,290
+45
+0.4% +$7.05K 0.49% 31
2019
Q3 		$1.7M Sell
11,245
-108
-1% -$16.3K 0.46% 32
2019
Q2 		$1.71M Buy
11,353
+2,855
+34% +$420K 0.47% 35
2019
Q1 		$1.23M Buy
+8,498
New +$1.19M 0.56% 25

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

Realta Investment Advisors's VTI Position: Q2 2026 in Review

Realta Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, selling an estimated $104K and leaving 5,120 shares worth $1.89M. The position accounts for 0.59% of the portfolio, ranked #44.

Realta Investment Advisors first reported a position in VTI in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.81M in Q2 2024. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Realta Investment Advisors held 5,120 shares of Vanguard Morningstar Total Stock Market ETF worth $1.89M as of Q2 2026.
  • Realta Investment Advisors sold 292 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $104K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of Realta Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Realta Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.81M in Q2 2024.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.