Roehl & Yi Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Roehl & Yi Investment 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	$5.24M	Sell	44,959 -103	-0.2%	-$36.8K	1.73%	12
2026 Q1	$4.58M	Buy	45,062 +4,491	+11%	+$1.51M	1.72%	12
2025 Q4	$4.51M	Buy	40,571 +1,077	+3%	+$358K	1.79%	12
2025 Q3	$4.06M	Buy	39,494 +852	+2%	+$269K	1.77%	13
2025 Q2	$3.51M	Buy	38,642 +13,147	+52%	+$3.7M	1.8%	11
2025 Q1	$2.76M	Buy	25,495 +1,160	+5%	+$337K	1.5%	13
2024 Q4	$2.58M	Buy	+24,335	New	+$7.1M	1.42%	13

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

Roehl & Yi Investment Advisors's VTI Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.23% in Q2 2026, selling an estimated $36.8K and leaving 44,959 shares worth $5.24M. The position accounts for 1.73% of the portfolio, ranked #12.

Roehl & Yi Investment Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,673 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Roehl & Yi Investment Advisors held 44,959 shares of Vanguard Morningstar Total Stock Market ETF worth $5.24M as of Q2 2026.
Roehl & Yi Investment Advisors sold 103 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.8K.
Vanguard Morningstar Total Stock Market ETF made up 1.73% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #12 holding.
Roehl & Yi Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,673 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.