RFA
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Resurgent Financial Advisors’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resurgent Financial Advisors's VTI Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 5.2% in Q1 2026, selling an estimated $52K and leaving 2,852 shares worth $915K. The position accounts for 0.33% of the portfolio, ranked #68.

Resurgent Financial Advisors first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Resurgent Financial Advisors held 2,852 shares of Vanguard Total Stock Market ETF worth $915K as of Q1 2026.
  • Resurgent Financial Advisors sold 155 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $52K.
  • Vanguard Total Stock Market ETF made up 0.33% of Resurgent Financial Advisors's portfolio in Q1 2026, its #68 holding.
  • Resurgent Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Vanguard Total Stock Market ETF position peaked at $1.01M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.