RFG
VTI icon

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
Q3 		$2.06M Sell
5,502
-302
-5% -$113K 1% 21
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% -$1.04K 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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RFP Financial Group's VTI Position: Q3 2026 in Review

RFP Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.2% in Q3 2026, selling an estimated $113K and leaving 5,502 shares worth $2.06M. The position accounts for 1% of the portfolio, ranked #21.

RFP Financial Group first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.12M in Q3 2024. 3,117 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • RFP Financial Group held 5,502 shares of Vanguard Morningstar Total Stock Market ETF worth $2.06M as of Q3 2026.
  • RFP Financial Group sold 302 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $113K.
  • Vanguard Morningstar Total Stock Market ETF made up 1% of RFP Financial Group's portfolio in Q3 2026, its #21 holding.
  • RFP Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • RFP Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $6.12M in Q3 2024.
  • 3,117 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on RFP Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.