Rise Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rise Advisors’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	$391K	Buy	1,057 +3	+0.3%	+$1.07K	0.11%	60
2026 Q1	$341K	Buy	1,054 +382	+57%	+$128K	0.12%	60
2025 Q4	$225K	Buy	672 +4	+0.6%	+$1.33K	0.08%	88
2025 Q3	$219K	Buy	668 +2	+0.3%	+$632	0.08%	90
2025 Q2	$203K	Hold	666	–	–	0.08%	96
2025 Q1	$183K	Sell	666 -5	-0.7%	-$1.45K	0.08%	92
2024 Q4	$194K	Buy	671 +4	+0.6%	+$1.17K	0.09%	89
2024 Q3	$189K	Buy	667 +27	+4%	+$7.36K	0.09%	97
2024 Q2	$171K	Sell	640 -6	-0.9%	-$1.55K	0.09%	104
2024 Q1	$168K	Buy	646 +3	+0.5%	+$742	0.09%	102
2023 Q4	$153K	Buy	643 +2	+0.3%	+$442	0.11%	79
2023 Q3	$136K	Buy	641 +3	+0.5%	+$664	0.11%	77
2023 Q2	$141K	Buy	638 +2	+0.3%	+$417	0.11%	84
2023 Q1	$130K	Sell	636 -35	-5%	-$7.01K	0.1%	87
2022 Q4	$128K	Sell	671 -17	-2%	-$3.28K	0.1%	83
2022 Q3	$123K	Buy	688 +3	+0.4%	+$598	0.1%	83
2022 Q2	$129K	Buy	685 +3	+0.4%	+$616	0.13%	77
2022 Q1	$155K	Buy	682 +4	+0.6%	+$900	0.14%	76
2021 Q4	$164K	Buy	+678	New	+$160K	0.16%	73

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

Rise Advisors's VTI Position: Q2 2026 in Review

Rise Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,057 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #60.

Rise Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Rise Advisors held 1,057 shares of Vanguard Morningstar Total Stock Market ETF worth $391K as of Q2 2026.
Rise Advisors bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Rise Advisors's portfolio in Q2 2026, its #60 holding.
Rise Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.