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Soltis Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Soltis Investment 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 		$16.4M Buy
44,388
+23,797
+116% +$8.51M 0.91% 15
2026
Q1 		$6.61M Buy
20,591
+6,663
+48% +$2.24M 0.42% 62
2025
Q4 		$4.67M Buy
13,928
+2,484
+22% +$826K 0.31% 76
2025
Q3 		$3.76M Buy
11,444
+363
+3% +$115K 0.26% 89
2025
Q2 		$3.37M Buy
11,081
+574
+5% +$161K 0.26% 93
2025
Q1 		$2.89M Sell
10,507
-3,534
-25% -$1.03M 0.26% 99
2024
Q4 		$4.07M Sell
14,041
-864
-6% -$252K 0.38% 72
2024
Q3 		$4.22M Buy
14,905
+916
+7% +$250K 0.41% 71
2024
Q2 		$3.74M Buy
13,989
+1,234
+10% +$319K 0.4% 79
2024
Q1 		$3.31M Sell
12,755
-563
-4% -$139K 0.37% 87
2023
Q4 		$3.16M Sell
13,318
-210
-2% -$46.4K 0.36% 86
2023
Q3 		$2.87M Sell
13,528
-506
-4% -$112K 0.37% 86
2023
Q2 		$3.09M Buy
14,034
+483
+4% +$101K 0.36% 80
2023
Q1 		$2.77M Buy
13,551
+2,651
+24% +$531K 0.35% 86
2022
Q4 		$2.08M Buy
10,900
+1,367
+14% +$263K 0.27% 99
2022
Q3 		$1.71M Sell
9,533
-2,708
-22% -$540K 0.26% 97
2022
Q2 		$2.31M Buy
12,241
+3,034
+33% +$623K 0.34% 75
2022
Q1 		$2.1M Sell
9,207
-1,943
-17% -$437K 0.29% 78
2021
Q4 		$2.69M Buy
11,150
+2,837
+34% +$670K 0.38% 56
2021
Q3 		$1.85M Buy
8,313
+65
+0.8% +$14.8K 0.29% 74
2021
Q2 		$1.84M Sell
8,248
-121
-1% -$26.3K 0.29% 73
2021
Q1 		$1.73M Buy
8,369
+313
+4% +$63.3K 0.32% 64
2020
Q4 		$1.57M Buy
8,056
+1,058
+15% +$193K 0.29% 65
2020
Q3 		$1.19M Sell
6,998
-307
-4% -$51.6K 0.28% 77
2020
Q2 		$1.14M Sell
7,305
-666
-8% -$98.2K 0.3% 59
2020
Q1 		$1.03M Buy
7,971
+1,073
+16% +$166K 0.32% 48
2019
Q4 		$1.13M Buy
+6,898
New +$1.08M 0.22% 53

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

Soltis Investment Advisors's VTI Position: Q2 2026 in Review

Soltis Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 116% in Q2 2026, buying an estimated $8.51M and bringing the position to 44,388 shares worth $16.4M. The position accounts for 0.91% of the portfolio, ranked #15.

Soltis Investment Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Soltis Investment Advisors held 44,388 shares of Vanguard Morningstar Total Stock Market ETF worth $16.4M as of Q2 2026.
  • Soltis Investment Advisors bought 23,797 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.51M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.91% of Soltis Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.