Retirement Financial Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Retirement Financial Solutions’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	$690K	Buy	1,864 +5	+0.3%	+$1.79K	0.17%	39
2026 Q1	$596K	Buy	1,859 +6	+0.3%	+$2.01K	0.17%	39
2025 Q4	$621K	Buy	1,853 +10	+0.5%	+$3.33K	0.18%	37
2025 Q3	$605K	Buy	1,843 +6	+0.3%	+$1.9K	0.19%	36
2025 Q2	$558K	Sell	1,837 -4	-0.2%	-$1.13K	0.2%	33
2025 Q1	$506K	Buy	1,841 +10	+0.5%	+$2.9K	0.2%	35
2024 Q4	$531K	Buy	1,831 +12	+0.7%	+$3.5K	0.29%	25
2024 Q3	$515K	Buy	1,819 +6	+0.3%	+$1.64K	0.23%	32
2024 Q2	$485K	Hold	1,813	–	–	0.23%	32
2024 Q1	$471K	Buy	1,813 +3	+0.2%	+$742	0.24%	32
2023 Q4	$429K	Buy	1,810 +11	+0.6%	+$2.43K	0.24%	34
2023 Q3	$382K	Buy	+1,799	New	+$398K	0.26%	33
2023 Q1	–	Sell	-8	Closed	-$1.53K	–	254
2022 Q4	$1.53K	Buy	+8	New	+$1.54K	﹤0.01%	231

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

Retirement Financial Solutions's VTI Position: Q2 2026 in Review

Retirement Financial Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, buying an estimated $1.79K and bringing the position to 1,864 shares worth $690K. The position accounts for 0.17% of the portfolio, ranked #39.

Retirement Financial Solutions first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Retirement Financial Solutions held 1,864 shares of Vanguard Morningstar Total Stock Market ETF worth $690K as of Q2 2026.
Retirement Financial Solutions bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Retirement Financial Solutions's portfolio in Q2 2026, its #39 holding.
Retirement Financial Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.