Robinson Smith Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$444K Buy
1,199
+156
+15% +$55.8K 0.27% 59
2026
Q1
$335K Sell
1,043
-16
-2% -$5.37K 0.23% 61
2025
Q4
$355K Hold
1,059
0.24% 58
2025
Q3
$348K Sell
1,059
-32
-3% -$10.1K 0.25% 59
2025
Q2
$332K Buy
+1,091
New +$307K 0.27% 58
2025
Q1
Sell
-723
Closed -$210K 88
2024
Q4
$210K Sell
723
-161
-18% -$47K 0.18% 77
2024
Q3
$250K Sell
884
-113
-11% -$30.8K 0.21% 74
2024
Q2
$267K Buy
+997
New +$258K 0.23% 73

Other funds holding VTI

Robinson Smith Wealth Advisors's VTI Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $55.8K and bringing the position to 1,199 shares worth $444K. The position accounts for 0.27% of the portfolio, ranked #59.

Robinson Smith Wealth Advisors first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Robinson Smith Wealth Advisors held 1,199 shares of Vanguard Morningstar Total Stock Market ETF worth $444K as of Q2 2026.
  • Robinson Smith Wealth Advisors bought 156 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $55.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Robinson Smith Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.