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

Retirement Solution’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 Q3	$755K	Buy	2,017 +4	+0.2%	+$1.5K	0.17%	20
2026 Q2	$745K	Buy	2,013 +54	+3%	+$19.3K	0.33%	20
2026 Q1	$628K	Buy	1,959 +432	+28%	+$145K	0.15%	21
2025 Q4	$512K	Buy	1,527 +8	+0.5%	+$2.66K	0.11%	28
2025 Q3	$498K	Buy	+1,519	New	+$480K	0.12%	23
2021 Q2	–	Sell	-1,961	Closed	-$405K	–	45
2021 Q1	$405K	Sell	1,961 -133	-6%	-$26.9K	0.24%	26
2020 Q4	$408K	Buy	+2,094	New	+$383K	0.27%	26

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Retirement Solution's VTI Position: Q3 2026 in Review

Retirement Solution increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q3 2026, buying an estimated $1.5K and bringing the position to 2,017 shares worth $755K. The position accounts for 0.17% of the portfolio, ranked #20.

Retirement Solution first reported a position in VTI in Q4 2020 and has held it in 7 quarters since. 1,846 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Retirement Solution held 2,017 shares of Vanguard Morningstar Total Stock Market ETF worth $755K as of Q3 2026.
Retirement Solution bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Retirement Solution's portfolio in Q3 2026, its #20 holding.
Retirement Solution first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 7 quarters since.
1,846 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.