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

Resurgent 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 		$1.05M Sell
2,827
-25
-0.9% -$8.94K 0.29% 75
2026
Q1 		$915K Sell
2,852
-155
-5% -$52K 0.33% 68
2025
Q4 		$1.01M Sell
3,007
-19
-0.6% -$6.32K 0.51% 53
2025
Q3 		$993K Sell
3,026
-11
-0.4% -$3.48K 0.49% 52
2025
Q2 		$923K Sell
3,037
-21
-0.7% -$5.91K 0.51% 55
2025
Q1 		$840K Buy
3,058
+31
+1% +$9.01K 0.5% 54
2024
Q4 		$877K Sell
3,027
-25
-0.8% -$7.29K 0.52% 55
2024
Q3 		$864K Hold
3,052
– – 0.51% 54
2024
Q2 		$816K Sell
3,052
-138
-4% -$35.7K 0.51% 52
2024
Q1 		$829K Sell
3,190
-84
-3% -$20.8K 0.44% 67
2023
Q4 		$777K Sell
3,274
-353
-10% -$78K 0.48% 54
2023
Q3 		$770K Sell
3,627
-88
-2% -$19.5K 0.52% 45
2023
Q2 		$818K Sell
3,715
-217
-6% -$45.3K 0.54% 44
2023
Q1 		$803K Buy
3,932
+1,273
+48% +$255K 0.53% 49
2022
Q4 		$508K Sell
2,659
-1,551
-37% -$299K 0.27% 88
2022
Q3 		$756K Buy
4,210
+89
+2% +$17.7K 0.51% 51
2022
Q2 		$777K Sell
4,121
-115
-3% -$23.6K 0.5% 55
2022
Q1 		$964K Buy
4,236
+266
+7% +$59.8K 0.6% 44
2021
Q4 		$959K Buy
+3,970
New +$937K 0.76% 38

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

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

Resurgent Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.88% in Q2 2026, selling an estimated $8.94K and leaving 2,827 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #75.

Resurgent Financial Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Resurgent Financial Advisors held 2,827 shares of Vanguard Morningstar Total Stock Market ETF worth $1.05M as of Q2 2026.
  • Resurgent Financial Advisors sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Resurgent Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Resurgent Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.