RMP
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Richards, Merrill & Peterson’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Richards, Merrill & Peterson’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 		$259K Hold
700
– – 0.08% 170
2026
Q1 		$224K Sell
700
-33
-5% -$11.1K 0.08% 174
2025
Q4 		$246K Buy
733
+29
+4% +$9.65K 0.09% 158
2025
Q3 		$231K Sell
704
-15
-2% -$4.74K 0.1% 153
2025
Q2 		$218K Buy
719
+375
+109% +$105K 0.1% 150
2025
Q1 		$94.5K Buy
344
+21
+7% +$6.1K 0.05% 193
2024
Q4 		$93.6K Buy
+323
New +$94.2K 0.05% 192

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Richards, Merrill & Peterson's VTI Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 700 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #170.

Richards, Merrill & Peterson first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Richards, Merrill & Peterson held 700 shares of Vanguard Morningstar Total Stock Market ETF worth $259K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #170 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.