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RKL Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RKL Wealth Management’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 		$431K Buy
1,166
+2
+0.2% +$715 0.03% 145
2026
Q1 		$373K Buy
1,164
+45
+4% +$15.1K 0.03% 145
2025
Q4 		$375K Buy
1,119
+3
+0.3% +$998 0.03% 146
2025
Q3 		$366K Sell
1,116
-2,343
-68% -$740K 0.03% 144
2025
Q2 		$1.05M Buy
3,459
+2,389
+223% +$672K 0.09% 91
2025
Q1 		$294K Sell
1,070
-1,135
-51% -$330K 0.03% 153
2024
Q4 		$639K Buy
2,205
+791
+56% +$231K 0.06% 112
2024
Q3 		$401K Hold
1,414
– – 0.04% 115
2024
Q2 		$378K Hold
1,414
– – 0.04% 109
2024
Q1 		$367K Buy
1,414
+84
+6% +$20.8K 0.04% 114
2023
Q4 		$316K Sell
1,330
-197
-13% -$43.6K 0.03% 117
2023
Q3 		$324K Buy
1,527
+150
+11% +$33.2K 0.04% 106
2023
Q2 		$303K Buy
1,377
+166
+14% +$34.6K 0.04% 113
2023
Q1 		$247K Buy
1,211
+102
+9% +$20.4K 0.03% 122
2022
Q4 		$212K Buy
+1,109
New +$214K 0.03% 127
2022
Q3 		– Sell
-1,403
Closed -$265K – 139
2022
Q2 		$265K Buy
1,403
+3
+0.2% +$616 0.04% 119
2022
Q1 		$319K Buy
1,400
+89
+7% +$20K 0.04% 116
2021
Q4 		$316K Buy
1,311
+3
+0.2% +$708 0.04% 102
2021
Q3 		$291K Buy
1,308
+1
+0.1% +$228 0.04% 108
2021
Q2 		$291K Sell
1,307
-43
-3% -$9.33K 0.04% 111
2021
Q1 		$279K Sell
1,350
-135
-9% -$27.3K 0.04% 113
2020
Q4 		$289K Buy
+1,485
New +$271K 0.04% 108
2020
Q2 		– Sell
-5,782
Closed -$745K – 115
2020
Q1 		$745K Buy
+5,782
New +$894K 0.16% 72

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

RKL Wealth Management's VTI Position: Q2 2026 in Review

RKL Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, buying an estimated $715 and bringing the position to 1,166 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #145.

RKL Wealth Management first reported a position in VTI in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q2 2025. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • RKL Wealth Management held 1,166 shares of Vanguard Morningstar Total Stock Market ETF worth $431K as of Q2 2026.
  • RKL Wealth Management bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of RKL Wealth Management's portfolio in Q2 2026, its #145 holding.
  • RKL Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 23 quarters since.
  • RKL Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.05M in Q2 2025.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.