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

Spectrum 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	$414K	Sell	1,118 -23	-2%	-$8.22K	0.17%	43
2026 Q1	$366K	Buy	+1,141	New	+$383K	0.18%	32
2025 Q2	–	Sell	-821	Closed	-$226K	–	25
2025 Q1	$226K	Buy	821 +13	+2%	+$3.78K	0.15%	24
2024 Q4	$234K	Buy	808 +24	+3%	+$7K	0.16%	25
2024 Q3	$222K	Sell	784 -619	-44%	-$169K	0.15%	24
2024 Q2	$375K	Buy	+1,403	New	+$363K	0.27%	21

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

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

Spectrum Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $8.22K and leaving 1,118 shares worth $414K. The position accounts for 0.17% of the portfolio, ranked #43.

Spectrum Investment Advisors first reported a position in VTI in Q2 2024 and has held it in 6 quarters since. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Spectrum Investment Advisors held 1,118 shares of Vanguard Morningstar Total Stock Market ETF worth $414K as of Q2 2026.
Spectrum Investment Advisors sold 23 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.22K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Spectrum Investment Advisors's portfolio in Q2 2026, its #43 holding.
Spectrum Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 6 quarters since.
3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.