RS
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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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Solution's VTI Position: Q1 2026 in Review

Retirement Solution increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q1 2026, buying an estimated $145K and bringing the position to 1,959 shares worth $628K. The position accounts for 0.15% of the portfolio, ranked #21.

Retirement Solution first reported a position in VTI in Q4 2020 and has held it in 5 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Retirement Solution held 1,959 shares of Vanguard Morningstar Total Stock Market ETF worth $628K as of Q1 2026.
  • Retirement Solution bought 432 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $145K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Retirement Solution's portfolio in Q1 2026, its #21 holding.
  • Retirement Solution first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 5 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.