Robinswood Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Robinswood Financial’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	$1.59M	Sell	4,308 -274	-6%	-$98K	0.46%	31
2026 Q1	$1.47M	Buy	4,582 +18	+0.4%	+$6.04K	0.46%	33
2025 Q4	$1.53M	Sell	4,564 -188	-4%	-$62.5K	0.49%	32
2025 Q3	$1.56M	Buy	4,752 +95	+2%	+$30K	0.52%	31
2025 Q2	$1.42M	Buy	4,657 +184	+4%	+$51.8K	0.5%	31
2025 Q1	$1.23M	Sell	4,473 -67	-1%	-$19.5K	0.45%	30
2024 Q4	$1.32M	Sell	4,540 -159	-3%	-$46.4K	0.5%	29
2024 Q3	$1.33M	Buy	4,699 +30	+0.6%	+$8.18K	0.49%	28
2024 Q2	$1.25M	Buy	4,669 +164	+4%	+$42.4K	0.51%	29
2024 Q1	$1.17M	Buy	4,505 +170	+4%	+$42.1K	0.5%	27
2023 Q4	$1.03M	Buy	4,335 +52	+1%	+$11.5K	0.44%	28
2023 Q3	$910K	Sell	4,283 -37	-0.9%	-$8.19K	0.43%	28
2023 Q2	$952K	Buy	+4,320	New	+$901K	0.44%	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

Robinswood Financial's VTI Position: Q2 2026 in Review

Robinswood Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q2 2026, selling an estimated $98K and leaving 4,308 shares worth $1.59M. The position accounts for 0.46% of the portfolio, ranked #31.

Robinswood Financial first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Robinswood Financial held 4,308 shares of Vanguard Morningstar Total Stock Market ETF worth $1.59M as of Q2 2026.
Robinswood Financial sold 274 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $98K.
Vanguard Morningstar Total Stock Market ETF made up 0.46% of Robinswood Financial's portfolio in Q2 2026, its #31 holding.
Robinswood Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.