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Red Lighthouse Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Red Lighthouse Investment Management’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 		$2.47M Sell
6,673
-431
-6% -$154K 0.74% 19
2026
Q1 		$2.28M Hold
7,104
– – 0.77% 20
2025
Q4 		$2.38M Buy
7,104
+135
+2% +$44.9K 0.85% 17
2025
Q3 		$2.29M Buy
6,969
+533
+8% +$168K 0.8% 20
2025
Q2 		$1.96M Sell
6,436
-15,222
-70% -$4.28M 0.75% 20
2025
Q1 		$5.63M Buy
21,658
+16,840
+350% +$4.89M 2.29% 10
2024
Q4 		$1.4M Sell
4,818
-148
-3% -$43.2K 0.55% 25
2024
Q3 		$1.41M Hold
4,966
– – 0.55% 24
2024
Q2 		$1.33M Sell
4,966
-16,692
-77% -$4.32M 0.56% 24
2024
Q1 		$5.63M Sell
21,658
-485
-2% -$120K 2.26% 10
2023
Q4 		$5.25M Buy
22,143
+281
+1% +$62.1K 2.2% 10
2023
Q3 		$4.64M Hold
21,862
– – 2.19% 11
2023
Q2 		$4.82M Hold
21,862
– – 2.2% 11
2023
Q1 		$4.46M Hold
21,862
– – 2.16% 11
2022
Q4 		$4.18M Buy
+21,862
New +$4.21M 2.11% 11

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

Red Lighthouse Investment Management's VTI Position: Q2 2026 in Review

Red Lighthouse Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.1% in Q2 2026, selling an estimated $154K and leaving 6,673 shares worth $2.47M. The position accounts for 0.74% of the portfolio, ranked #19.

Red Lighthouse Investment Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.63M in Q1 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Red Lighthouse Investment Management held 6,673 shares of Vanguard Morningstar Total Stock Market ETF worth $2.47M as of Q2 2026.
  • Red Lighthouse Investment Management sold 431 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $154K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.74% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #19 holding.
  • Red Lighthouse Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Red Lighthouse Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $5.63M in Q1 2025.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.