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

SRH 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 		$246K Buy
666
+4
+0.6% +$1.43K 0.06% 64
2026
Q1 		$212K Buy
662
+226
+52% +$75.8K 0.06% 62
2025
Q4 		$146K Sell
436
-260
-37% -$86.5K 0.04% 85
2025
Q3 		$228K Sell
696
-45
-6% -$14.2K 0.07% 51
2025
Q2 		$225K Hold
741
– – 0.07% 49
2025
Q1 		$204K Sell
741
-12
-2% -$3.49K 0.06% 54
2024
Q4 		$218K Sell
753
-95
-11% -$27.7K 0.06% 54
2024
Q3 		$240K Hold
848
– – 0.07% 53
2024
Q2 		$227K Hold
848
– – 0.08% 54
2024
Q1 		$220K Hold
848
– – 0.07% 56
2023
Q4 		$201K Hold
848
– – 0.07% 57
2023
Q3 		$180K Hold
848
– – 0.09% 60
2023
Q2 		$173K Hold
848
– – 0.09% 61
2023
Q1 		$173K Sell
848
-360
-30% -$72.1K 0.09% 62
2022
Q4 		$231K Buy
1,208
+396
+49% +$76.3K 0.13% 54
2022
Q3 		$146K Buy
812
+19
+2% +$3.79K 0.19% 63
2022
Q2 		$150K Sell
793
-119
-13% -$24.4K 0.18% 63
2022
Q1 		$208K Buy
912
+23
+3% +$5.17K 0.23% 58
2021
Q4 		$215K Buy
889
+1
+0.1% +$236 0.24% 59
2021
Q3 		$197K Buy
888
+1
+0.1% +$228 0.24% 59
2021
Q2 		$198K Buy
887
+1
+0.1% +$217 0.25% 57
2021
Q1 		$183K Buy
886
+101
+13% +$20.4K 0.26% 53
2020
Q4 		$153K Buy
785
+2
+0.3% +$366 0.25% 52
2020
Q3 		$133K Buy
783
+2
+0.3% +$336 0.26% 51
2020
Q2 		$122K Buy
781
+11
+1% +$1.62K 0.3% 51
2020
Q1 		$99K Buy
770
+29
+4% +$4.48K 0.28% 53
2019
Q4 		$121K Buy
741
+1
+0.1% +$157 0.39% 50
2019
Q3 		$112K Buy
740
+1
+0.1% +$151 0.38% 49
2019
Q2 		$111K Buy
739
+1
+0.1% +$147 0.38% 51
2019
Q1 		$107K Buy
738
+42
+6% +$5.86K 0.38% 53
2018
Q4 		$89K Buy
696
+2
+0.3% +$276 0.34% 61
2018
Q3 		$104K Hold
694
– – 0.36% 55
2018
Q2 		$97K Buy
694
+1
+0.1% +$140 0.36% 59
2018
Q1 		$94K Buy
693
+32
+5% +$4.49K 0.37% 56
2017
Q4 		$91K Hold
661
– – 0.36% 57
2017
Q3 		$86K Sell
661
-24
-4% -$3.04K 0.36% 58
2017
Q2 		$85K Sell
685
-349
-34% -$43K 0.41% 50
2017
Q1 		$125K Buy
1,034
+40
+4% +$4.79K 0.58% 39
2016
Q4 		$115K Hold
994
– – 0.57% 39
2016
Q3 		$111K Sell
994
-43
-4% -$4.77K 0.58% 40
2016
Q2 		$111K Buy
1,037
+47
+5% +$4.98K 0.59% 40
2016
Q1 		$104K Hold
990
– – 0.57% 41
2015
Q4 		$103K Hold
990
– – 0.61% 41
2015
Q3 		$98K Buy
990
+80
+9% +$8.4K 0.57% 40
2015
Q2 		$97K Hold
910
– – 0.61% 38
2015
Q1 		$98K Hold
910
– – 0.65% 35
2014
Q4 		$96K Hold
910
– – 0.65% 36
2014
Q3 		$92K Hold
910
– – 0.71% 31
2014
Q2 		$93K Hold
910
– – 0.73% 31
2014
Q1 		$89K Hold
910
– – 0.71% 29
2013
Q4 		$87K Buy
+910
New +$83.7K 0.86% 26

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SRH Advisors's VTI Position: Q2 2026 in Review

SRH Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.6% in Q2 2026, buying an estimated $1.43K and bringing the position to 666 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #64.

SRH Advisors first reported a position in VTI in Q4 2013 and has held it in 51 quarters since. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SRH Advisors held 666 shares of Vanguard Morningstar Total Stock Market ETF worth $246K as of Q2 2026.
  • SRH Advisors bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of SRH Advisors's portfolio in Q2 2026, its #64 holding.
  • SRH Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.