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RFP Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RFP Financial Group’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 		$2.15M Buy
5,804
+474
+9% +$169K 0.96% 19
2026
Q1 		$1.71M Sell
5,330
-200
-4% -$67.1K 0.93% 21
2025
Q4 		$1.85M Sell
5,530
-5,154
-48% -$1.71M 0.89% 17
2025
Q3 		$3.2M Sell
10,684
-132
-1% -$41.7K 1.3% 19
2025
Q2 		$3.29M Sell
10,816
-99
-0.9% -$27.8K 1.36% 18
2025
Q1 		$3M Buy
10,915
+70
+0.6% +$20.3K 1.21% 19
2024
Q4 		$3.14M Sell
10,845
-10,771
-50% -$3.14M 1.22% 19
2024
Q3 		$6.12M Buy
21,616
+10,790
+100% +$2.94M 1.99% 16
2024
Q2 		$2.9M Sell
10,826
-4
-0% -$1.03K 1.07% 18
2024
Q1 		$2.81M Buy
10,830
+20
+0.2% +$4.95K 1.1% 15
2023
Q4 		$2.56M Buy
10,810
+124
+1% +$27.4K 1.05% 15
2023
Q3 		$2.27M Sell
10,686
-55
-0.5% -$12.2K 1% 17
2023
Q2 		$2.37M Buy
10,741
+2,842
+36% +$593K 0.97% 17
2023
Q1 		$1.61M Sell
7,899
-2,821
-26% -$565K 1.86% 11
2022
Q4 		$2.05M Buy
+10,720
New +$2.07M 0.92% 21

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

RFP Financial Group's VTI Position: Q2 2026 in Review

RFP Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.9% in Q2 2026, buying an estimated $169K and bringing the position to 5,804 shares worth $2.15M. The position accounts for 0.96% of the portfolio, ranked #19.

RFP Financial Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.12M in Q3 2024. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • RFP Financial Group held 5,804 shares of Vanguard Morningstar Total Stock Market ETF worth $2.15M as of Q2 2026.
  • RFP Financial Group bought 474 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $169K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.96% of RFP Financial Group's portfolio in Q2 2026, its #19 holding.
  • RFP Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • RFP Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $6.12M in Q3 2024.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.