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Register Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Register Financial 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 		$578K Hold
1,561
– – 0.18% 129
2026
Q1 		$501K Buy
1,561
+45
+3% +$15.1K 0.19% 120
2025
Q4 		$508K Sell
1,516
-6
-0.4% -$2K 0.2% 110
2025
Q3 		$500K Buy
1,522
+1
+0.1% +$316 0.2% 108
2025
Q2 		$462K Buy
1,521
+50
+3% +$14.1K 0.2% 109
2025
Q1 		$404K Sell
1,471
-10
-0.7% -$2.9K 0.21% 109
2024
Q4 		$429K Sell
1,481
-1,119
-43% -$326K 0.22% 106
2024
Q3 		$736K Sell
2,600
-17
-0.6% -$4.64K 0.38% 71
2024
Q2 		$700K Sell
2,617
-12
-0.5% -$3.11K 0.35% 74
2024
Q1 		$683K Buy
2,629
+111
+4% +$27.5K 0.35% 73
2023
Q4 		$597K Buy
2,518
+6
+0.2% +$1.33K 0.4% 68
2023
Q3 		$534K Sell
2,512
-536
-18% -$119K 0.39% 71
2023
Q2 		$672K Sell
3,048
-31
-1% -$6.47K 0.48% 56
2023
Q1 		$628K Sell
3,079
-69
-2% -$13.8K 0.49% 51
2022
Q4 		$602K Buy
+3,148
New +$607K 0.38% 70

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Register Financial Advisors's VTI Position: Q2 2026 in Review

Register Financial Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,561 shares worth $578K. The position accounts for 0.18% of the portfolio, ranked #129.

Register Financial Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $736K in Q3 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Register Financial Advisors held 1,561 shares of Vanguard Morningstar Total Stock Market ETF worth $578K as of Q2 2026.
  • Register Financial Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Register Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Register Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Register Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $736K in Q3 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.