R
VTI icon

Rebalance’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rebalance’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 		$260M Sell
703,210
-37,346
-5% -$13.4M 13.64% 2
2026
Q1 		$238M Sell
740,556
-5,795
-0.8% -$1.94M 13.79% 2
2025
Q4 		$250M Sell
746,351
-6,208
-0.8% -$2.07M 14.63% 2
2025
Q3 		$247M Buy
752,559
+8,036
+1% +$2.54M 14.9% 2
2025
Q2 		$226M Buy
744,523
+85,635
+13% +$24.1M 15.37% 2
2025
Q1 		$181M Buy
658,888
+11,505
+2% +$3.34M 13.33% 2
2024
Q4 		$188M Sell
647,383
-6,607
-1% -$1.93M 14.02% 2
2024
Q3 		$185M Buy
653,990
+7,037
+1% +$1.92M 13.57% 2
2024
Q2 		$173M Sell
646,953
-29,664
-4% -$7.68M 13.93% 2
2024
Q1 		$176M Buy
676,617
+3,083
+0.5% +$763K 14.45% 2
2023
Q4 		$160M Sell
673,534
-14,968
-2% -$3.31M 13.92% 2
2023
Q3 		$146M Buy
688,502
+11,798
+2% +$2.61M 14.22% 2
2023
Q2 		$149M Buy
676,704
+108,263
+19% +$22.6M 14.13% 2
2023
Q1 		$116M Buy
568,441
+19,526
+4% +$3.91M 11.47% 2
2022
Q4 		$105M Buy
+548,915
New +$106M 10.89% 2

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

Rebalance's VTI Position: Q2 2026 in Review

Rebalance reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5% in Q2 2026, selling an estimated $13.4M and leaving 703,210 shares worth $260M. The position accounts for 13.64% of the portfolio, ranked #2.

Rebalance first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Rebalance held 703,210 shares of Vanguard Morningstar Total Stock Market ETF worth $260M as of Q2 2026.
  • Rebalance sold 37,346 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.4M.
  • Vanguard Morningstar Total Stock Market ETF made up 13.64% of Rebalance's portfolio in Q2 2026, its #2 holding.
  • Rebalance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.