ROI Financial Advisors’s Vanguard Morningstar 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 Q2	$292K	Hold	789	–	–	0.15%	62
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 $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

ROI Financial Advisors's VTI Position: Q2 2026 in Review

ROI Financial Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 789 shares worth $292K. The position accounts for 0.15% of the portfolio, ranked #62.

ROI Financial Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2024. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

ROI Financial Advisors held 789 shares of Vanguard Morningstar Total Stock Market ETF worth $292K as of Q2 2026.
ROI Financial Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.15% of ROI Financial Advisors's portfolio in Q2 2026, its #62 holding.
ROI Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
ROI Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $299K in Q4 2024.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.