Ritter Daniher Financial Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ritter Daniher Financial Advisory’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	$460K	Sell	1,244 -67	-5%	-$24K	0.07%	110
2026 Q1	$421K	Buy	1,311 +3	+0.2%	+$1.01K	0.07%	109
2025 Q4	$439K	Sell	1,308 -92	-7%	-$30.6K	0.07%	108
2025 Q3	$459K	Buy	1,400 +1	+0.1%	+$316	0.08%	106
2025 Q2	$425K	Sell	1,399 -28	-2%	-$7.88K	0.1%	59
2025 Q1	$392K	Sell	1,427 -40	-3%	-$11.6K	0.11%	59
2024 Q4	$425K	Sell	1,467 -35	-2%	-$10.2K	0.12%	53
2024 Q3	$425K	Sell	1,502 -63	-4%	-$17.2K	0.12%	57
2024 Q2	$419K	Sell	1,565 -129	-8%	-$33.4K	0.13%	54
2024 Q1	$440K	Sell	1,694 -54	-3%	-$13.4K	0.15%	50
2023 Q4	$415K	Sell	1,748 -188	-10%	-$41.6K	0.15%	52
2023 Q3	$411K	Buy	1,936 +32	+2%	+$7.08K	0.17%	49
2023 Q2	$419K	Buy	1,904 +99	+5%	+$20.6K	0.17%	47
2023 Q1	$368K	Sell	1,805 -44	-2%	-$8.81K	0.16%	49
2022 Q4	$354K	Buy	1,849 +1	+0.1%	+$193	0.17%	52
2022 Q3	$332K	Sell	1,848 -130	-7%	-$25.9K	0.24%	47
2022 Q2	$373K	Sell	1,978 -80	-4%	-$16.4K	0.27%	44
2022 Q1	$469K	Sell	2,058 -112	-5%	-$25.2K	0.32%	34
2021 Q4	$524K	Sell	2,170 -107	-5%	-$25.3K	0.35%	32
2021 Q3	$506K	Hold	2,277	–	–	0.37%	27
2021 Q2	$507K	Sell	2,277 -108	-5%	-$23.4K	0.38%	28
2021 Q1	$493K	Sell	2,385 -26	-1%	-$5.26K	0.39%	27
2020 Q4	$469K	Buy	+2,411	New	+$441K	0.41%	27

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

Ritter Daniher Financial Advisory's VTI Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.1% in Q2 2026, selling an estimated $24K and leaving 1,244 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #110.

Ritter Daniher Financial Advisory first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $524K in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ritter Daniher Financial Advisory held 1,244 shares of Vanguard Morningstar Total Stock Market ETF worth $460K as of Q2 2026.
Ritter Daniher Financial Advisory sold 67 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #110 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $524K in Q4 2021.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.