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

Retirement Income 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 		$2.26M Hold
7,032
– – 0.39% 35
2026
Q1 		$2.26M Hold
7,032
– – 0.39% 36
2025
Q4 		$2.36M Hold
7,032
– – 0.4% 36
2025
Q3 		$2.31M Hold
7,032
– – 0.39% 33
2025
Q2 		$2.14M Buy
7,032
+749
+12% +$211K 0.39% 33
2025
Q1 		$1.73M Sell
6,283
-44
-0.7% -$12.8K 0.36% 33
2024
Q4 		$1.83M Buy
6,327
+44
+0.7% +$12.8K 0.37% 31
2024
Q3 		$1.78M Hold
6,283
– – 0.41% 32
2024
Q2 		$1.68M Hold
6,283
– – 0.41% 33
2024
Q1 		$1.63M Sell
6,283
-273
-4% -$67.5K 0.37% 34
2023
Q4 		$1.56M Buy
6,556
+273
+4% +$60.4K 0.39% 34
2023
Q3 		$1.33M Buy
6,283
+624
+11% +$138K 0.37% 36
2023
Q2 		$1.25M Buy
5,659
+3,444
+155% +$718K 0.33% 38
2023
Q1 		$452K Hold
2,215
– – 0.13% 82
2022
Q4 		$423K Hold
2,215
– – 0.13% 76
2022
Q3 		$403K Buy
+2,215
New +$441K 0.14% 70
2022
Q1 		– Sell
-1,156
Closed -$279K – 123
2021
Q4 		$279K Hold
1,156
– – 0.07% 97
2021
Q3 		$257K Hold
1,156
– – 0.09% 87
2021
Q2 		$258K Hold
1,156
– – 0.09% 88
2021
Q1 		$239K Hold
1,156
– – 0.08% 88
2020
Q4 		$225K Buy
+1,156
New +$211K 0.08% 86
2018
Q3 		– Sell
-1,480
Closed -$208K – 72
2018
Q2 		$208K Buy
1,480
+1
+0.1% +$140 0.13% 64
2018
Q1 		$201K Sell
1,479
-117
-7% -$16.4K 0.12% 63
2017
Q4 		$219K Buy
+1,596
New +$214K 0.13% 67

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 Income Solutions's VTI Position: Q2 2026 in Review

Retirement Income Solutions held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 7,032 shares worth $2.26M. The position accounts for 0.39% of the portfolio, ranked #35.

Retirement Income Solutions first reported a position in VTI in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.36M in Q4 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Retirement Income Solutions held 7,032 shares of Vanguard Morningstar Total Stock Market ETF worth $2.26M as of Q2 2026.
  • Retirement Income Solutions left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.39% of Retirement Income Solutions's portfolio in Q2 2026, its #35 holding.
  • Retirement Income Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 24 quarters since.
  • Retirement Income Solutions's Vanguard Morningstar Total Stock Market ETF position peaked at $2.36M in Q4 2025.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.