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Secured Retirement Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Secured Retirement 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 		$2.12M Sell
5,732
-237
-4% -$84.7K 1.09% 22
2026
Q1 		$1.91M Sell
5,969
-333
-5% -$112K 1.08% 27
2025
Q4 		$2.11M Sell
6,302
-322
-5% -$107K 1.18% 22
2025
Q3 		$2.17M Sell
6,624
-496
-7% -$157K 1.21% 21
2025
Q2 		$2.16M Sell
7,120
-173
-2% -$48.7K 1.29% 19
2025
Q1 		$2M Sell
7,293
-1,212
-14% -$352K 1.29% 16
2024
Q4 		$2.46M Sell
8,505
-538
-6% -$157K 1.41% 13
2024
Q3 		$2.56M Buy
9,043
+505
+6% +$138K 1.84% 10
2024
Q2 		$2.28M Buy
8,538
+152
+2% +$39.3K 1.78% 13
2024
Q1 		$2.18M Sell
8,386
-135
-2% -$33.4K 1.85% 12
2023
Q4 		$2.02M Buy
+8,521
New +$1.88M 1.94% 10

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Secured Retirement Advisors's VTI Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4% in Q2 2026, selling an estimated $84.7K and leaving 5,732 shares worth $2.12M. The position accounts for 1.09% of the portfolio, ranked #22.

Secured Retirement Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q3 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Secured Retirement Advisors held 5,732 shares of Vanguard Morningstar Total Stock Market ETF worth $2.12M as of Q2 2026.
  • Secured Retirement Advisors sold 237 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $84.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.09% of Secured Retirement Advisors's portfolio in Q2 2026, its #22 holding.
  • Secured Retirement Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Secured Retirement Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.56M in Q3 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.