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Resonant Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Resonant Capital 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 		$9.5M Buy
25,686
+71
+0.3% +$25.4K 0.45% 42
2026
Q1 		$8.22M Sell
25,615
-63
-0.2% -$21.1K 0.43% 47
2025
Q4 		$8.61M Sell
25,678
-1,746
-6% -$581K 0.47% 42
2025
Q3 		$9.02M Buy
27,424
+10,581
+63% +$3.34M 0.53% 43
2025
Q2 		$5.13M Sell
16,843
-363
-2% -$102K 0.33% 60
2025
Q1 		$4.73M Sell
17,206
-488
-3% -$142K 0.33% 60
2024
Q4 		$5.13M Buy
17,694
+10
+0.1% +$2.92K 0.37% 54
2024
Q3 		$5.02M Buy
17,684
+392
+2% +$107K 0.37% 53
2024
Q2 		$4.64M Buy
17,292
+768
+5% +$199K 0.38% 59
2024
Q1 		$4.29M Buy
16,524
+20
+0.1% +$4.95K 0.37% 56
2023
Q4 		$3.92M Hold
16,504
– – 0.38% 57
2023
Q3 		$3.51M Hold
16,504
– – 0.37% 59
2023
Q2 		$3.64M Hold
16,504
– – 0.4% 59
2023
Q1 		$3.37M Sell
16,504
-243
-1% -$48.6K 0.38% 62
2022
Q4 		$3.2M Hold
16,747
– – 0.4% 65
2022
Q3 		$3.01M Buy
16,747
+913
+6% +$182K 0.46% 61
2022
Q2 		$2.99M Hold
15,834
– – 0.47% 61
2022
Q1 		$3.62M Buy
15,834
+3,413
+27% +$768K 0.54% 44
2021
Q4 		$3M Buy
12,421
+464
+4% +$110K 0.45% 53
2021
Q3 		$2.65M Hold
11,957
– – 0.46% 48
2021
Q2 		$2.66M Hold
11,957
– – 0.52% 40
2021
Q1 		$2.47M Sell
11,957
-4,201
-26% -$850K 0.51% 39
2020
Q4 		$3.15M Sell
16,158
-538
-3% -$98.3K 0.74% 23
2020
Q3 		$2.84M Sell
16,696
-100
-0.6% -$16.8K 0.81% 23
2020
Q2 		$2.63M Sell
16,796
-254
-1% -$37.5K 0.76% 25
2020
Q1 		$2.2M Sell
17,050
-247
-1% -$38.2K 0.8% 30
2019
Q4 		$2.83M Buy
+17,297
New +$2.71M 0.89% 23

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

Resonant Capital Advisors's VTI Position: Q2 2026 in Review

Resonant Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $25.4K and bringing the position to 25,686 shares worth $9.5M. The position accounts for 0.45% of the portfolio, ranked #42.

Resonant Capital Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Resonant Capital Advisors held 25,686 shares of Vanguard Morningstar Total Stock Market ETF worth $9.5M as of Q2 2026.
  • Resonant Capital Advisors bought 71 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.45% of Resonant Capital Advisors's portfolio in Q2 2026, its #42 holding.
  • Resonant Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.