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Richardson Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Richardson Financial Services’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
Q1 		$679K Sell
2,116
-42
-2% -$14.1K 0.42% 57
2025
Q4 		$623K Hold
2,158
– – 0.2% 64
2025
Q3 		$708K Hold
2,158
– – 0.44% 56
2025
Q2 		$656K Buy
2,158
+240
+13% +$67.5K 0.44% 60
2025
Q1 		$527K Sell
1,918
-446
-19% -$130K 0.4% 73
2024
Q4 		$685K Sell
2,364
-2,420
-51% -$706K 0.48% 54
2024
Q3 		$1.32M Buy
4,784
+2,381
+99% +$649K 0.84% 24
2024
Q2 		$643K Sell
2,403
-45
-2% -$11.6K 0.46% 55
2024
Q1 		$630K Buy
+2,448
New +$606K 0.44% 64

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richardson Financial Services's VTI Position: Q1 2026 in Review

Richardson Financial Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.9% in Q1 2026, selling an estimated $14.1K and leaving 2,116 shares worth $679K. The position accounts for 0.42% of the portfolio, ranked #57.

Richardson Financial Services first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2024. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Richardson Financial Services held 2,116 shares of Vanguard Total Stock Market ETF worth $679K as of Q1 2026.
  • Richardson Financial Services sold 42 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $14.1K.
  • Vanguard Total Stock Market ETF made up 0.42% of Richardson Financial Services's portfolio in Q1 2026, its #57 holding.
  • Richardson Financial Services first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • Richardson Financial Services's Vanguard Total Stock Market ETF position peaked at $1.32M in Q3 2024.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.