RMA
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Roffman Miller Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Roffman Miller Associates’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 		$2.28M Hold
6,150
– – 0.12% 65
2026
Q1 		$1.97M Sell
6,150
-777
-11% -$261K 0.11% 67
2025
Q4 		$2.32M Buy
6,927
+54
+0.8% +$18K 0.13% 63
2025
Q3 		$2.26M Buy
6,873
+7
+0.1% +$2.21K 0.13% 62
2025
Q2 		$2.09M Sell
6,866
-732
-10% -$206K 0.12% 59
2025
Q1 		$2.09M Buy
7,598
+481
+7% +$140K 0.13% 60
2024
Q4 		$2.06M Sell
7,117
-186
-3% -$54.3K 0.13% 59
2024
Q3 		$2.07M Sell
7,303
-365
-5% -$99.6K 0.13% 61
2024
Q2 		$2.05M Sell
7,668
-1,819
-19% -$471K 0.14% 58
2024
Q1 		$2.47M Buy
9,487
+1,975
+26% +$489K 0.16% 57
2023
Q4 		$1.78M Buy
7,512
+177
+2% +$39.1K 0.13% 59
2023
Q3 		$1.56M Buy
7,335
+1,362
+23% +$301K 0.12% 57
2023
Q2 		$1.32M Sell
5,973
-699
-10% -$146K 0.1% 58
2023
Q1 		$1.36M Buy
6,672
+451
+7% +$90.3K 0.11% 57
2022
Q4 		$1.19M Sell
6,221
-566
-8% -$109K 0.1% 60
2022
Q3 		$1.22M Buy
6,787
+111
+2% +$22.1K 0.11% 59
2022
Q2 		$1.26M Buy
6,676
+1
+0% +$205 0.11% 60
2022
Q1 		$1.52M Sell
6,675
-535
-7% -$120K 0.11% 59
2021
Q4 		$1.74M Buy
7,210
+329
+5% +$77.7K 0.12% 59
2021
Q3 		$1.53M Buy
6,881
+442
+7% +$101K 0.11% 59
2021
Q2 		$1.44M Buy
6,439
+19
+0.3% +$4.12K 0.11% 59
2021
Q1 		$1.33M Sell
6,420
-149
-2% -$30.1K 0.11% 58
2020
Q4 		$1.28M Buy
6,569
+1,035
+19% +$189K 0.11% 59
2020
Q3 		$943K Sell
5,534
-155
-3% -$26.1K 0.09% 61
2020
Q2 		$891K Buy
5,689
+154
+3% +$22.7K 0.09% 78
2020
Q1 		$714K Sell
5,535
-107
-2% -$16.5K 0.09% 64
2019
Q4 		$923K Buy
5,642
+575
+11% +$90.1K 0.09% 61
2019
Q3 		$765K Buy
+5,067
New +$764K 0.08% 67
2019
Q1 		– Sell
-5,116
Closed -$664K – 85
2018
Q4 		$664K Buy
+5,116
New +$706K 0.09% 61

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roffman Miller Associates's VTI Position: Q2 2026 in Review

Roffman Miller Associates held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 6,150 shares worth $2.28M. The position accounts for 0.12% of the portfolio, ranked #65.

Roffman Miller Associates first reported a position in VTI in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.47M in Q1 2024. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Roffman Miller Associates held 6,150 shares of Vanguard Morningstar Total Stock Market ETF worth $2.28M as of Q2 2026.
  • Roffman Miller Associates left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Roffman Miller Associates's portfolio in Q2 2026, its #65 holding.
  • Roffman Miller Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
  • Roffman Miller Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $2.47M in Q1 2024.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.