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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
Q2 		$962K Buy
2,600
+641
+33% +$229K 0.19% 24
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

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 Solution's VTI Position: Q2 2026 in Review

Retirement Solution increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 33% in Q2 2026, buying an estimated $229K and bringing the position to 2,600 shares worth $962K. The position accounts for 0.19% of the portfolio, ranked #24.

Retirement Solution first reported a position in VTI in Q4 2020 and has held it in 6 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Retirement Solution held 2,600 shares of Vanguard Morningstar Total Stock Market ETF worth $962K as of Q2 2026.
  • Retirement Solution bought 641 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $229K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of Retirement Solution's portfolio in Q2 2026, its #24 holding.
  • Retirement Solution first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 6 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.