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SimpliFi Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SimpliFi Inc’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 		$1.8M Sell
4,876
-363
-7% -$130K 0.71% 15
2026
Q1 		$1.68M Buy
5,239
+262
+5% +$87.9K 0.71% 15
2025
Q4 		$1.67M Sell
4,977
-223
-4% -$74.2K 0.71% 15
2025
Q3 		$1.71M Buy
5,200
+396
+8% +$125K 0.73% 14
2025
Q2 		$1.46M Sell
4,804
-84
-2% -$23.6K 0.64% 15
2025
Q1 		$1.34M Buy
4,888
+461
+10% +$134K 0.62% 17
2024
Q4 		$1.28M Buy
4,427
+168
+4% +$49K 0.59% 18
2024
Q3 		$1.21M Sell
4,259
-120
-3% -$32.7K 0.53% 20
2024
Q2 		$1.17M Buy
4,379
+490
+13% +$127K 0.54% 19
2024
Q1 		$1.01M Buy
3,889
+13
+0.3% +$3.22K 0.46% 21
2023
Q4 		$823K Hold
3,876
– – 0.41% 20
2023
Q3 		$823K Buy
3,876
+379
+11% +$83.9K 0.41% 20
2023
Q2 		$770K Buy
3,497
+648
+23% +$135K 0.36% 21
2023
Q1 		$582K Buy
2,849
+1,067
+60% +$214K 0.29% 25
2022
Q4 		$341K Sell
1,782
-176
-9% -$33.9K 0.18% 21
2022
Q3 		$351K Buy
1,958
+46
+2% +$9.17K 0.18% 25
2022
Q2 		$361K Buy
1,912
+79
+4% +$16.2K 0.18% 25
2022
Q1 		$417K Buy
1,833
+18
+1% +$4.05K 0.19% 24
2021
Q4 		$438K Buy
1,815
+94
+5% +$22.2K 0.19% 25
2021
Q3 		$382K Buy
1,721
+11
+0.6% +$2.51K 0.17% 20
2021
Q2 		$381K Sell
1,710
-957
-36% -$208K 0.17% 19
2021
Q1 		$551K Sell
2,667
-783
-23% -$158K 0.26% 14
2020
Q4 		$671K Sell
3,450
-158
-4% -$28.9K 0.31% 15
2020
Q3 		$614K Sell
3,608
-39
-1% -$6.56K 0.31% 15
2020
Q2 		$571K Buy
+3,647
New +$538K 0.3% 15

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

SimpliFi Inc's VTI Position: Q2 2026 in Review

SimpliFi Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.9% in Q2 2026, selling an estimated $130K and leaving 4,876 shares worth $1.8M. The position accounts for 0.71% of the portfolio, ranked #15.

SimpliFi Inc first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SimpliFi Inc held 4,876 shares of Vanguard Morningstar Total Stock Market ETF worth $1.8M as of Q2 2026.
  • SimpliFi Inc sold 363 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $130K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.71% of SimpliFi Inc's portfolio in Q2 2026, its #15 holding.
  • SimpliFi Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.