Seneca Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Seneca 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	$1.75M	Buy	4,727 +5	+0.1%	+$1.79K	0.45%	25
2026 Q1	$1.51M	Hold	4,722	–	–	0.44%	25
2025 Q4	$1.58M	Hold	4,722	–	–	0.48%	26
2025 Q3	$1.55M	Buy	4,722 +12	+0.3%	+$3.79K	0.51%	27
2025 Q2	$1.43M	Hold	4,710	–	–	0.55%	29
2025 Q1	$1.29M	Hold	4,710	–	–	0.63%	28
2024 Q4	$1.37M	Hold	4,710	–	–	0.68%	26
2024 Q3	$1.33M	Hold	4,710	–	–	0.65%	28
2024 Q2	$1.26M	Buy	4,710 +59	+1%	+$15.3K	0.65%	29
2024 Q1	$1.21M	Hold	4,651	–	–	0.64%	30
2023 Q4	$1.1M	Hold	4,651	–	–	0.64%	29
2023 Q3	$988K	Hold	4,651	–	–	0.68%	26
2023 Q2	$1.02M	Sell	4,651 -36	-0.8%	-$7.51K	0.68%	27
2023 Q1	$957K	Buy	+4,687	New	+$938K	0.61%	26

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

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

Seneca Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.11% in Q2 2026, buying an estimated $1.79K and bringing the position to 4,727 shares worth $1.75M. The position accounts for 0.45% of the portfolio, ranked #25.

Seneca Financial Advisors first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Seneca Financial Advisors held 4,727 shares of Vanguard Morningstar Total Stock Market ETF worth $1.75M as of Q2 2026.
Seneca Financial Advisors bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Seneca Financial Advisors's portfolio in Q2 2026, its #25 holding.
Seneca Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.