Ruggaard & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ruggaard & Associates’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	$810K	Sell	2,189 -240	-10%	-$85.8K	0.29%	51
2026 Q1	$779K	Sell	2,429 -198	-8%	-$66.4K	0.31%	50
2025 Q4	$881K	Sell	2,627 -181	-6%	-$60.2K	0.35%	44
2025 Q3	$921K	Buy	2,808 +3	+0.1%	+$948	0.34%	40
2025 Q2	$853K	Buy	2,805 +227	+9%	+$63.8K	0.34%	38
2025 Q1	$709K	Buy	2,578 +97	+4%	+$28.2K	0.31%	44
2024 Q4	$719K	Sell	2,481 -3	-0.1%	-$875	0.32%	40
2024 Q3	$703K	Buy	2,484 +29	+1%	+$7.91K	0.31%	41
2024 Q2	$657K	Buy	2,455 +501	+26%	+$130K	0.3%	45
2024 Q1	$508K	Buy	1,954 +216	+12%	+$53.4K	0.24%	57
2023 Q4	$412K	Sell	1,738 -66	-4%	-$14.6K	0.22%	65
2023 Q3	$383K	Sell	1,804 -313	-15%	-$69.3K	0.23%	67
2023 Q2	$466K	Sell	2,117 -939	-31%	-$196K	0.27%	59
2023 Q1	$624K	Buy	+3,056	New	+$612K	0.39%	31

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

Ruggaard & Associates's VTI Position: Q2 2026 in Review

Ruggaard & Associates reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.9% in Q2 2026, selling an estimated $85.8K and leaving 2,189 shares worth $810K. The position accounts for 0.29% of the portfolio, ranked #51.

Ruggaard & Associates first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $921K in Q3 2025. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ruggaard & Associates held 2,189 shares of Vanguard Morningstar Total Stock Market ETF worth $810K as of Q2 2026.
Ruggaard & Associates sold 240 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $85.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of Ruggaard & Associates's portfolio in Q2 2026, its #51 holding.
Ruggaard & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $921K in Q3 2025.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.