SWA
VTI icon

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

Strata 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 		$648K Buy
1,752
+111
+7% +$39.7K 0.16% 50
2026
Q1 		$526K Sell
1,641
-100
-6% -$33.6K 0.14% 50
2025
Q4 		$584K Sell
1,741
-404
-19% -$134K 0.16% 46
2025
Q3 		$704K Sell
2,145
-277
-11% -$87.5K 0.19% 45
2025
Q2 		$736K Sell
2,422
-1,414
-37% -$398K 0.2% 43
2025
Q1 		$1.05M Buy
3,836
+378
+11% +$110K 0.33% 35
2024
Q4 		$1M Buy
3,458
+111
+3% +$32.4K 0.31% 37
2024
Q3 		$948K Buy
3,347
+1,702
+103% +$464K 0.3% 36
2024
Q2 		$440K Sell
1,645
-585
-26% -$151K 0.15% 49
2024
Q1 		$579K Buy
2,230
+152
+7% +$37.6K 0.2% 44
2023
Q4 		$493K Buy
2,078
+471
+29% +$104K 0.19% 46
2023
Q3 		$341K Buy
+1,607
New +$356K 0.16% 41

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

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

Strata Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.8% in Q2 2026, buying an estimated $39.7K and bringing the position to 1,752 shares worth $648K. The position accounts for 0.16% of the portfolio, ranked #50.

Strata Wealth Advisors first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q1 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Strata Wealth Advisors held 1,752 shares of Vanguard Morningstar Total Stock Market ETF worth $648K as of Q2 2026.
  • Strata Wealth Advisors bought 111 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $39.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Strata Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Strata Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Strata Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.05M in Q1 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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