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

Riversedge 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 		$1.17M Buy
3,167
+3
+0.1% +$1.07K 0.15% 61
2026
Q1 		$1.02M Sell
3,164
-139
-4% -$46.6K 0.16% 56
2025
Q4 		$1.11M Buy
3,303
+5
+0.2% +$1.66K 0.18% 46
2025
Q3 		$1.08M Buy
3,298
+854
+35% +$270K 0.18% 48
2025
Q2 		$743K Sell
2,444
-78
-3% -$21.9K 0.15% 51
2025
Q1 		$693K Sell
2,522
-8
-0.3% -$2.32K 0.15% 55
2024
Q4 		$733K Buy
2,530
+6
+0.2% +$1.75K 0.17% 49
2024
Q3 		$715K Buy
2,524
+5
+0.2% +$1.36K 0.16% 46
2024
Q2 		$674K Buy
2,519
+594
+31% +$154K 0.16% 45
2024
Q1 		$500K Buy
1,925
+35
+2% +$8.66K 0.12% 51
2023
Q4 		$448K Buy
1,890
+221
+13% +$48.9K 0.12% 53
2023
Q3 		$354K Buy
1,669
+4
+0.2% +$885 0.1% 55
2023
Q2 		$367K Buy
1,665
+2
+0.1% +$417 0.1% 57
2023
Q1 		$339K Buy
1,663
+473
+40% +$94.7K 0.1% 59
2022
Q4 		$228K Sell
1,190
-250
-17% -$48.2K 0.07% 64
2022
Q3 		$258K Hold
1,440
– – 0.09% 65
2022
Q2 		$272K Hold
1,440
– – 0.1% 60
2022
Q1 		$328K Hold
1,440
– – 0.11% 54
2021
Q4 		$348K Hold
1,440
– – 0.11% 54
2021
Q3 		$320K Buy
+1,440
New +$328K 0.11% 49

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

Riversedge Advisors's VTI Position: Q2 2026 in Review

Riversedge Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, buying an estimated $1.07K and bringing the position to 3,167 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #61.

Riversedge Advisors first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Riversedge Advisors held 3,167 shares of Vanguard Morningstar Total Stock Market ETF worth $1.17M as of Q2 2026.
  • Riversedge 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 0.15% of Riversedge Advisors's portfolio in Q2 2026, its #61 holding.
  • Riversedge Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.