RP
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Rowlandmiller & Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rowlandmiller & 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 		$2M Buy
5,410
+117
+2% +$41.8K 0.37% 62
2026
Q1 		$1.7M Buy
5,293
+474
+10% +$159K 0.34% 67
2025
Q4 		$1.62M Buy
4,819
+1,514
+46% +$504K 0.31% 69
2025
Q3 		$1.08M Buy
3,305
+86
+3% +$27.2K 0.21% 82
2025
Q2 		$979K Sell
3,219
-65
-2% -$18.3K 0.2% 82
2025
Q1 		$903K Buy
3,284
+68
+2% +$19.8K 0.19% 84
2024
Q4 		$932K Buy
3,216
+129
+4% +$37.6K 0.19% 86
2024
Q3 		$874K Buy
3,087
+5
+0.2% +$1.36K 0.18% 87
2024
Q2 		$825K Sell
3,082
-1,450
-32% -$375K 0.18% 86
2024
Q1 		$1.18M Buy
4,532
+29
+0.6% +$7.17K 0.25% 74
2023
Q4 		$1.07M Sell
4,503
-526
-10% -$116K 0.24% 75
2023
Q3 		$1.07M Sell
5,029
-66
-1% -$14.6K 0.26% 68
2023
Q2 		$1.12M Buy
5,095
+95
+2% +$19.8K 0.27% 70
2023
Q1 		$1.02M Sell
5,000
-187
-4% -$37.4K 0.25% 71
2022
Q4 		$988K Buy
5,187
+524
+11% +$101K 0.24% 69
2022
Q3 		$837K Buy
4,663
+163
+4% +$32.5K 0.23% 69
2022
Q2 		$849K Sell
4,500
-165
-4% -$33.9K 0.22% 71
2022
Q1 		$1.06M Sell
4,665
-909
-16% -$204K 0.25% 66
2021
Q4 		$1.35M Buy
5,574
+298
+6% +$70.3K 0.3% 61
2021
Q3 		$826K Sell
5,276
-203
-4% -$46.3K 0.28% 60
2021
Q2 		$1.22M Buy
5,479
+175
+3% +$38K 0.3% 65
2021
Q1 		$1.1M Buy
5,304
+61
+1% +$12.3K 0.29% 66
2020
Q4 		$1.02M Buy
5,243
+176
+3% +$32.2K 0.29% 61
2020
Q3 		$653K Sell
5,067
-209
-4% -$35.2K 0.26% 66
2020
Q2 		$826K Buy
5,276
+209
+4% +$30.8K 0.28% 60
2020
Q1 		$653K Sell
5,067
-50
-1% -$7.73K 0.26% 66
2019
Q4 		$837K Sell
5,117
-159
-3% -$24.9K 0.26% 66
2019
Q3 		$798K Buy
5,276
+704
+15% +$106K 0.27% 65
2019
Q2 		$685K Buy
4,572
+72
+2% +$10.6K 0.24% 70
2019
Q1 		$651K Buy
4,500
+7
+0.2% +$977 0.23% 69
2018
Q4 		$573K Buy
4,493
+4
+0.1% +$552 0.23% 70
2018
Q3 		$672K Sell
4,489
-64
-1% -$9.42K 0.24% 68
2018
Q2 		$639K Buy
4,553
+10
+0.2% +$1.4K 0.25% 68
2018
Q1 		$618K Sell
4,543
-64
-1% -$8.97K 0.25% 68
2017
Q4 		$634K Sell
4,607
-33
-0.7% -$4.42K 0.25% 66
2017
Q3 		$601K Buy
4,640
+122
+3% +$15.5K 0.25% 64
2017
Q2 		$564K Buy
4,518
+11
+0.2% +$1.36K 0.24% 64
2017
Q1 		$547K Hold
4,507
– – 0.24% 64
2016
Q4 		$519K Buy
4,507
+3
+0.1% +$337 0.23% 64
2016
Q3 		$501K Buy
+4,504
New +$500K 0.23% 62

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
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Rowlandmiller & Partners's VTI Position: Q2 2026 in Review

Rowlandmiller & Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, buying an estimated $41.8K and bringing the position to 5,410 shares worth $2M. The position accounts for 0.37% of the portfolio, ranked #62.

Rowlandmiller & Partners first reported a position in VTI in Q3 2016 and has held it in 40 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Rowlandmiller & Partners held 5,410 shares of Vanguard Morningstar Total Stock Market ETF worth $2M as of Q2 2026.
  • Rowlandmiller & Partners bought 117 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $41.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.37% of Rowlandmiller & Partners's portfolio in Q2 2026, its #62 holding.
  • Rowlandmiller & Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 40 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.