Rialto Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rialto Wealth Management’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	$8.16M	Buy	22,046 +4,005	+22%	+$1.43M	1.61%	14
2026 Q1	$5.79M	Buy	18,041 +8,944	+98%	+$3M	1.3%	18
2025 Q4	$3.05M	Sell	9,097 -766	-8%	-$255K	0.73%	30
2025 Q3	$3.24M	Sell	9,863 -632	-6%	-$200K	0.84%	29
2025 Q2	$3.19M	Buy	10,495 +364	+4%	+$102K	0.89%	25
2025 Q1	$2.78M	Sell	10,131 -281	-3%	-$81.6K	0.87%	25
2024 Q4	$3.02M	Buy	+10,412	New	+$3.04M	1%	25

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

Rialto Wealth Management's VTI Position: Q2 2026 in Review

Rialto Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, buying an estimated $1.43M and bringing the position to 22,046 shares worth $8.16M. The position accounts for 1.61% of the portfolio, ranked #14.

Rialto Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Rialto Wealth Management held 22,046 shares of Vanguard Morningstar Total Stock Market ETF worth $8.16M as of Q2 2026.
Rialto Wealth Management bought 4,005 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43M.
Vanguard Morningstar Total Stock Market ETF made up 1.61% of Rialto Wealth Management's portfolio in Q2 2026, its #14 holding.
Rialto Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.