RFS
VTI icon

Richardson Financial Services’s Vanguard Morningstar 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
Q2 		$783K Hold
2,116
– – 0.44% 52
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richardson Financial Services's VTI Position: Q2 2026 in Review

Richardson Financial Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,116 shares worth $783K. The position accounts for 0.44% of the portfolio, ranked #52.

Richardson Financial Services first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Richardson Financial Services held 2,116 shares of Vanguard Morningstar Total Stock Market ETF worth $783K as of Q2 2026.
  • Richardson Financial Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.44% of Richardson Financial Services's portfolio in Q2 2026, its #52 holding.
  • Richardson Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.32M in Q3 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.