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

Rollins 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 		$408K Buy
1,103
+1
+0.1% +$358 0.05% 126
2026
Q1 		$354K Hold
1,102
– – 0.06% 122
2025
Q4 		$369K Sell
1,102
-17
-2% -$5.66K 0.05% 114
2025
Q3 		$367K Buy
1,119
+2
+0.2% +$632 0.06% 107
2025
Q2 		$339K Sell
1,117
-279
-20% -$78.5K 0.05% 100
2025
Q1 		$384K Sell
1,396
-207
-13% -$60.1K 0.07% 89
2024
Q4 		$465K Buy
1,603
+1
+0.1% +$292 0.07% 86
2024
Q3 		$454K Hold
1,602
– – 0.08% 84
2024
Q2 		$428K Sell
1,602
-192
-11% -$49.7K 0.07% 82
2024
Q1 		$466K Buy
1,794
+219
+14% +$54.2K 0.09% 74
2023
Q4 		$374K Buy
+1,575
New +$348K 0.08% 76

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

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

Rollins Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, buying an estimated $358 and bringing the position to 1,103 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #126.

Rollins Financial Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $466K in Q1 2024. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Rollins Financial Advisors held 1,103 shares of Vanguard Morningstar Total Stock Market ETF worth $408K as of Q2 2026.
  • Rollins Financial Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Rollins Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Rollins Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Rollins Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $466K in Q1 2024.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.