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SOA Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SOA Wealth 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 		$751K Sell
2,028
-66
-3% -$23.6K 0.13% 101
2026
Q1 		$672K Buy
2,094
+113
+6% +$37.9K 0.13% 97
2025
Q4 		$664K Buy
1,981
+29
+1% +$9.65K 0.11% 103
2025
Q3 		$641K Sell
1,952
-76
-4% -$24K 0.11% 103
2025
Q2 		$616K Buy
2,028
+39
+2% +$11K 0.12% 105
2025
Q1 		$547K Buy
1,989
+5
+0.3% +$1.45K 0.11% 104
2024
Q4 		$575K Buy
1,984
+8
+0.4% +$2.33K 0.11% 104
2024
Q3 		$559K Buy
1,976
+6
+0.3% +$1.64K 0.11% 107
2024
Q2 		$527K Buy
1,970
+40
+2% +$10.4K 0.11% 108
2024
Q1 		$502K Sell
1,930
-80
-4% -$19.8K 0.1% 107
2023
Q4 		$477K Buy
2,010
+172
+9% +$38K 0.11% 100
2023
Q3 		$390K Buy
1,838
+9
+0.5% +$1.99K 0.1% 110
2023
Q2 		$403K Buy
1,829
+5
+0.3% +$1.04K 0.09% 111
2023
Q1 		$372K Buy
1,824
+2
+0.1% +$400 0.09% 109
2022
Q4 		$348K Sell
1,822
-336
-16% -$64.8K 0.09% 108
2022
Q3 		$387K Buy
2,158
+433
+25% +$86.3K 0.12% 98
2022
Q2 		$325K Buy
1,725
+217
+14% +$44.6K 0.1% 108
2022
Q1 		$343K Buy
1,508
+832
+123% +$187K 0.08% 122
2021
Q4 		$163K Hold
676
– – 0.04% 178
2021
Q3 		$150K Sell
676
-135
-17% -$30.8K 0.04% 184
2021
Q2 		$180K Buy
811
+193
+31% +$41.9K 0.05% 163
2021
Q1 		$127K Hold
618
– – 0.04% 177
2020
Q4 		$127K Buy
+618
New +$113K 0.03% 174

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

SOA Wealth Advisors's VTI Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, selling an estimated $23.6K and leaving 2,028 shares worth $751K. The position accounts for 0.13% of the portfolio, ranked #101.

SOA Wealth Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SOA Wealth Advisors held 2,028 shares of Vanguard Morningstar Total Stock Market ETF worth $751K as of Q2 2026.
  • SOA Wealth Advisors sold 66 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $23.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of SOA Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.