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ROI Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

ROI Financial 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
Q1 		$253K Sell
789
-44
-5% -$14.8K 0.15% 60
2025
Q4 		$279K Hold
833
– – 0.16% 59
2025
Q3 		$273K Buy
833
+1
+0.1% +$316 0.16% 59
2025
Q2 		$253K Sell
832
-206
-20% -$57.9K 0.16% 61
2025
Q1 		$285K Buy
1,038
+6
+0.6% +$1.74K 0.21% 53
2024
Q4 		$299K Buy
+1,032
New +$301K 0.2% 53

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ROI Financial Advisors's VTI Position: Q1 2026 in Review

ROI Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 5.3% in Q1 2026, selling an estimated $14.8K and leaving 789 shares worth $253K. The position accounts for 0.15% of the portfolio, ranked #60.

ROI Financial Advisors first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q4 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • ROI Financial Advisors held 789 shares of Vanguard Total Stock Market ETF worth $253K as of Q1 2026.
  • ROI Financial Advisors sold 44 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $14.8K.
  • Vanguard Total Stock Market ETF made up 0.15% of ROI Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • ROI Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • ROI Financial Advisors's Vanguard Total Stock Market ETF position peaked at $299K in Q4 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.