RIA Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RIA Advisory 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	$6.56M	Sell	17,718 -106,086	-86%	-$37.9M	1.43%	20
2026 Q1	$39.7M	Buy	123,804 +6,744	+6%	+$2.26M	9.44%	3
2025 Q4	$39.2M	Buy	117,060 +17,935	+18%	+$5.97M	9.44%	2
2025 Q3	$32.5M	Buy	99,125 +4,142	+4%	+$1.31M	8.34%	2
2025 Q2	$28.9M	Buy	94,983 +90,004	+1,808%	+$25.3M	8.49%	2
2025 Q1	$1.37M	Sell	4,979 -131,308	-96%	-$38.1M	0.45%	39
2024 Q4	$39.5M	Sell	136,287 -32,998	-19%	-$9.63M	13.43%	1
2024 Q3	$47.9M	Buy	+169,285	New	+$46.2M	16.93%	1
2024 Q1	$43.5M	Buy	167,306 +147,142	+730%	+$36.4M	17.59%	1
2023 Q4	$1.17M	Sell	20,164 -28,891	-59%	-$6.39M	0.49%	27
2023 Q3	$10.4M	Buy	49,055 +17,763	+57%	+$3.93M	4.67%	4
2023 Q2	$6.89M	Buy	31,292 +9,026	+41%	+$1.88M	2.97%	4
2023 Q1	$4.54M	Sell	22,266 -2,004	-8%	-$401K	2.09%	5
2022 Q4	$4.59M	Buy	+24,270	New	+$4.68M	2.66%	8

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RIA Advisory Group's VTI Position: Q2 2026 in Review

RIA Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 86% in Q2 2026, selling an estimated $37.9M and leaving 17,718 shares worth $6.56M. The position accounts for 1.43% of the portfolio, ranked #20.

RIA Advisory Group first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $47.9M in Q3 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

RIA Advisory Group held 17,718 shares of Vanguard Morningstar Total Stock Market ETF worth $6.56M as of Q2 2026.
RIA Advisory Group sold 106,086 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $37.9M.
Vanguard Morningstar Total Stock Market ETF made up 1.43% of RIA Advisory Group's portfolio in Q2 2026, its #20 holding.
RIA Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
RIA Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $47.9M in Q3 2024.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.