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

Souders 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	$437K	Buy	1,182 +95	+9%	+$34K	0.04%	156
2026 Q1	$349K	Buy	1,087 +65	+6%	+$21.8K	0.04%	171
2025 Q4	$343K	Hold	1,022	–	–	0.04%	170
2025 Q3	$335K	Buy	+1,022	New	+$323K	0.04%	165
2022 Q4	–	Sell	-1,358	Closed	-$244K	–	154
2022 Q3	$244K	Buy	1,358 +280	+26%	+$55.8K	0.07%	139
2022 Q2	$203K	Buy	1,078 +6	+0.6%	+$1.23K	0.06%	133
2022 Q1	$244K	Buy	1,072 +1	+0.1%	+$225	0.07%	127
2021 Q4	$259K	Sell	1,071 -20	-2%	-$4.72K	0.07%	123
2021 Q3	$242K	Sell	1,091 -15	-1%	-$3.42K	0.08%	123
2021 Q2	$246K	Hold	1,106	–	–	0.08%	121
2021 Q1	$229K	Sell	1,106 -41	-4%	-$8.3K	0.09%	115
2020 Q4	$223K	Buy	1,147 +2	+0.2%	+$366	0.1%	101
2020 Q3	$207K	Buy	+1,145	New	+$193K	0.1%	102

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

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

Souders Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.7% in Q2 2026, buying an estimated $34K and bringing the position to 1,182 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #156.

Souders Financial Advisors first reported a position in VTI in Q3 2020 and has held it in 13 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Souders Financial Advisors held 1,182 shares of Vanguard Morningstar Total Stock Market ETF worth $437K as of Q2 2026.
Souders Financial Advisors bought 95 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #156 holding.
Souders Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 13 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.