Richmond Investment Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Richmond Investment 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	$1.97M	Sell	5,333 -6,862	-56%	-$2.45M	0.62%	33
2026 Q1	$3.91M	Sell	12,195 -3,396	-22%	-$1.14M	0.63%	30
2025 Q4	$5.23M	Buy	15,591 +468	+3%	+$156K	0.9%	24
2025 Q3	$4.96M	Sell	15,123 -1,275	-8%	-$403K	0.92%	23
2025 Q2	$4.98M	Buy	16,398 +8,926	+119%	+$2.51M	1.05%	20
2025 Q1	$2.05M	Sell	7,472 -10,371	-58%	-$3.01M	1.12%	19
2024 Q4	$5.17M	Buy	+17,843	New	+$5.21M	2.9%	7

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

Richmond Investment Services's VTI Position: Q2 2026 in Review

Richmond Investment Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 56% in Q2 2026, selling an estimated $2.45M and leaving 5,333 shares worth $1.97M. The position accounts for 0.62% of the portfolio, ranked #33.

Richmond Investment Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.23M in Q4 2025. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Richmond Investment Services held 5,333 shares of Vanguard Morningstar Total Stock Market ETF worth $1.97M as of Q2 2026.
Richmond Investment Services sold 6,862 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.45M.
Vanguard Morningstar Total Stock Market ETF made up 0.62% of Richmond Investment Services's portfolio in Q2 2026, its #33 holding.
Richmond Investment Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's Vanguard Morningstar Total Stock Market ETF position peaked at $5.23M in Q4 2025.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.