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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
Q2 		$6.29M Hold
17,000
– – 2.53% 8
2026
Q1 		$5.45M Buy
17,000
+10
+0.1% +$3.35K 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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Rockingstone Advisors's VTI Position: Q2 2026 in Review

Rockingstone Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 17,000 shares worth $6.29M. The position accounts for 2.53% of the portfolio, ranked #8.

Rockingstone Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Rockingstone Advisors held 17,000 shares of Vanguard Morningstar Total Stock Market ETF worth $6.29M as of Q2 2026.
  • Rockingstone Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 2.53% of Rockingstone Advisors's portfolio in Q2 2026, its #8 holding.
  • Rockingstone Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.