Red Mountain Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Red Mountain 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
2026 Q2	$732K	Buy	1,979 +179	+10%	+$64K	0.61%	40
2026 Q1	$577K	Buy	1,800 +45	+3%	+$15.1K	0.54%	41
2025 Q4	$588K	Sell	1,755 -12	-0.7%	-$3.99K	0.58%	38
2025 Q3	$580K	Sell	1,767 -4	-0.2%	-$1.26K	0.59%	40
2025 Q2	$538K	Buy	1,771 +4	+0.2%	+$1.13K	0.6%	35
2025 Q1	$486K	Sell	1,767 -48	-3%	-$13.9K	0.59%	36
2024 Q4	$526K	Buy	1,815 +60	+3%	+$17.5K	0.57%	35
2024 Q3	$497K	Buy	1,755 +2	+0.1%	+$546	0.53%	36
2024 Q2	$469K	Buy	+1,753	New	+$454K	0.57%	36
2023 Q4	$420K	Buy	+1,769	New	+$391K	0.65%	41

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Red Mountain Financial's VTI Position: Q2 2026 in Review

Red Mountain Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.9% in Q2 2026, buying an estimated $64K and bringing the position to 1,979 shares worth $732K. The position accounts for 0.61% of the portfolio, ranked #40.

Red Mountain Financial first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Red Mountain Financial held 1,979 shares of Vanguard Morningstar Total Stock Market ETF worth $732K as of Q2 2026.
Red Mountain Financial bought 179 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $64K.
Vanguard Morningstar Total Stock Market ETF made up 0.61% of Red Mountain Financial's portfolio in Q2 2026, its #40 holding.
Red Mountain Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.