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

RTD 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 		$2.55M Buy
6,884
+695
+11% +$249K 0.28% 56
2026
Q1 		$1.99M Buy
6,189
+140
+2% +$47K 0.24% 55
2025
Q4 		$2.03M Hold
6,049
– – 0.25% 53
2025
Q3 		$1.99M Sell
6,049
-279
-4% -$88.1K 0.24% 55
2025
Q2 		$1.92M Sell
6,328
-78
-1% -$21.9K 0.25% 54
2025
Q1 		$1.76M Sell
6,406
-337
-5% -$97.9K 0.24% 52
2024
Q4 		$1.95M Hold
6,743
– – 0.25% 51
2024
Q3 		$1.91M Sell
6,743
-255
-4% -$69.6K 0.24% 50
2024
Q2 		$1.87M Buy
6,998
+2,207
+46% +$571K 0.25% 50
2024
Q1 		$1.25M Sell
4,791
-110
-2% -$27.2K 0.17% 59
2023
Q4 		$1.16M Sell
4,901
-197
-4% -$43.6K 0.16% 60
2023
Q3 		$1.08M Buy
5,098
+2,945
+137% +$652K 0.17% 58
2023
Q2 		$474K Buy
2,153
+266
+14% +$55.5K 0.07% 75
2023
Q1 		$385K Hold
1,887
– – 0.06% 77
2022
Q4 		$361K Buy
1,887
+182
+11% +$35.1K 0.06% 78
2022
Q3 		$306K Hold
1,705
– – 0.06% 81
2022
Q2 		$322K Hold
1,705
– – 0.05% 89
2022
Q1 		$388K Sell
1,705
-1,550
-48% -$349K 0.05% 88
2021
Q4 		$786K Buy
+3,255
New +$768K 0.1% 66

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

RTD Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 11% in Q2 2026, buying an estimated $249K and bringing the position to 6,884 shares worth $2.55M. The position accounts for 0.28% of the portfolio, ranked #56.

RTD Financial Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,590 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • RTD Financial Advisors held 6,884 shares of Vanguard Total Stock Market ETF worth $2.55M as of Q2 2026.
  • RTD Financial Advisors bought 695 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Total Stock Market ETF made up 0.28% of RTD Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • RTD Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.