Rockingstone Advisors
VTI icon

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

Rockingstone 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
Q3 		$6.39M Buy
17,075
+75
+0.4% +$28.1K 2.57% 9
2026
Q2 		$6.29M Hold
17,000
– – 2.53% 8
2026
Q1 		$5.45M Buy
17,000
+10
+0.1% +$3.36K 2.5% 7
2025
Q4 		$5.7M Sell
16,990
-5
-0% -$1.66K 2.6% 5
2025
Q3 		$5.58M Sell
16,995
-1,065
-6% -$336K 2.75% 5
2025
Q2 		$5.49M Buy
18,060
+50
+0.3% +$14.1K 2.89% 4
2025
Q1 		$4.95M Sell
18,010
-132
-0.7% -$38.3K 2.23% 7
2024
Q4 		$5.26M Sell
18,142
-125
-0.7% -$36.5K 2.32% 7
2024
Q3 		$5.17M Hold
18,267
– – 2.54% 6
2024
Q2 		$4.89M Buy
18,267
+70
+0.4% +$18.1K 2.51% 6
2024
Q1 		$4.73M Buy
18,197
+76
+0.4% +$18.8K 2.44% 5
2023
Q4 		$4.3M Buy
18,121
+2,954
+19% +$653K 2.41% 7
2023
Q3 		$3.22M Buy
15,167
+735
+5% +$163K 1.78% 15
2023
Q2 		$3.18M Hold
14,432
– – 1.79% 15
2023
Q1 		$2.95M Sell
14,432
-60
-0.4% -$12K 1.79% 12
2022
Q4 		$2.77M Buy
+14,492
New +$2.79M 2.07% 10

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rockingstone Advisors's VTI Position: Q3 2026 in Review

Rockingstone Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.44% in Q3 2026, buying an estimated $28.1K and bringing the position to 17,075 shares worth $6.39M. The position accounts for 2.57% of the portfolio, ranked #9.

Rockingstone Advisors first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Rockingstone Advisors held 17,075 shares of Vanguard Morningstar Total Stock Market ETF worth $6.39M as of Q3 2026.
  • Rockingstone Advisors bought 75 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $28.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.57% of Rockingstone Advisors's portfolio in Q3 2026, its #9 holding.
  • Rockingstone Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.