Retirement Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Retirement Investment 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	$739K	Buy	1,998 +69	+4%	+$24.7K	0.05%	37
2026 Q1	$647K	Hold	1,929	–	–	0.05%	37
2025 Q4	$647K	Hold	1,929	–	–	0.05%	37
2025 Q3	$633K	Hold	1,929	–	–	0.05%	38
2025 Q2	$586K	Hold	1,929	–	–	0.05%	36
2025 Q1	$530K	Sell	1,929 -1	-0.1%	-$291	0.05%	37
2024 Q4	$559K	Hold	1,930	–	–	0.06%	36
2024 Q3	$546K	Buy	1,930 +1	+0.1%	+$273	0.06%	36
2024 Q2	$516K	Buy	+1,929	New	+$499K	0.06%	34
2023 Q4	$450K	Sell	1,898 -1,898	-50%	-$420K	0.06%	39
2023 Q3	$806K	Hold	3,796	–	–	0.07%	32
2023 Q2	$836K	Buy	+3,796	New	+$792K	0.1%	33

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 Investment Advisors's VTI Position: Q2 2026 in Review

Retirement Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,998 shares worth $739K. The position accounts for 0.05% of the portfolio, ranked #37.

Retirement Investment Advisors first reported a position in VTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $836K in Q2 2023. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Retirement Investment Advisors held 1,998 shares of Vanguard Morningstar Total Stock Market ETF worth $739K as of Q2 2026.
Retirement Investment Advisors bought 69 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Retirement Investment Advisors's portfolio in Q2 2026, its #37 holding.
Retirement Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
Retirement Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $836K in Q2 2023.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.