RGF
VTI icon

Retirement Guys Formula’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Retirement Guys Formula’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 		$619K Buy
1,672
+6
+0.4% +$2.15K 0.23% 103
2026
Q1 		$534K Buy
1,666
+60
+4% +$20.1K 0.25% 92
2025
Q4 		$538K Buy
1,606
+41
+3% +$13.6K 0.25% 102
2025
Q3 		$514K Hold
1,565
– – 0.18% 115
2025
Q2 		$476K Hold
1,565
– – 0.18% 106
2025
Q1 		$430K Buy
+1,565
New +$455K 0.21% 103

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

Retirement Guys Formula's VTI Position: Q2 2026 in Review

Retirement Guys Formula increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.36% in Q2 2026, buying an estimated $2.15K and bringing the position to 1,672 shares worth $619K. The position accounts for 0.23% of the portfolio, ranked #103.

Retirement Guys Formula first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Retirement Guys Formula held 1,672 shares of Vanguard Morningstar Total Stock Market ETF worth $619K as of Q2 2026.
  • Retirement Guys Formula bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Retirement Guys Formula's portfolio in Q2 2026, its #103 holding.
  • Retirement Guys Formula first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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