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Roth Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Roth Financial Partners’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 		$480K Buy
1,297
+60
+5% +$21.5K 0.14% 24
2026
Q1 		$397K Sell
1,237
-97
-7% -$32.5K 0.14% 27
2025
Q4 		$447K Hold
1,334
– – 0.15% 25
2025
Q3 		$438K Buy
1,334
+138
+12% +$43.6K 0.15% 25
2025
Q2 		$364K Buy
1,196
+70
+6% +$19.7K 0.13% 25
2025
Q1 		$309K Buy
1,126
+227
+25% +$65.9K 0.12% 26
2024
Q4 		$261K Buy
899
+21
+2% +$6.13K 0.1% 28
2024
Q3 		$249K Buy
878
+78
+10% +$21.3K 0.1% 29
2024
Q2 		$214K Buy
800
+15
+2% +$3.88K 0.09% 32
2024
Q1 		$204K Buy
+785
New +$194K 0.09% 30

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Roth Financial Partners's VTI Position: Q2 2026 in Review

Roth Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 1,297 shares worth $480K. The position accounts for 0.14% of the portfolio, ranked #24.

Roth Financial Partners first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 2,343 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Roth Financial Partners held 1,297 shares of Vanguard Morningstar Total Stock Market ETF worth $480K as of Q2 2026.
  • Roth Financial Partners bought 60 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $21.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Roth Financial Partners's portfolio in Q2 2026, its #24 holding.
  • Roth Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,343 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.