RTD Financial Advisors’s Vanguard Morningstar 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

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

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

RTD Financial Advisors increased its Vanguard Morningstar 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. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

RTD Financial Advisors held 6,884 shares of Vanguard Morningstar Total Stock Market ETF worth $2.55M as of Q2 2026.
RTD Financial Advisors bought 695 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $249K.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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