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

Strategic 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 		$4.03M Sell
10,891
-476
-4% -$170K 0.88% 23
2026
Q1 		$3.65M Buy
11,367
+753
+7% +$253K 0.61% 43
2025
Q4 		$3.56M Buy
10,614
+1,417
+15% +$471K 0.56% 42
2025
Q3 		$3.02M Buy
9,197
+1,781
+24% +$563K 0.48% 46
2025
Q2 		$2.25M Buy
7,416
+1,681
+29% +$473K 0.44% 55
2025
Q1 		$1.58M Buy
5,735
+3,519
+159% +$1.02M 0.3% 71
2024
Q4 		$642K Buy
2,216
+1,042
+89% +$304K 0.12% 123
2024
Q3 		$333K Buy
1,174
+2
+0.2% +$546 0.06% 168
2024
Q2 		$313K Sell
1,172
-150
-11% -$38.8K 0.06% 163
2024
Q1 		$344K Buy
1,322
+3
+0.2% +$742 0.07% 160
2023
Q4 		$313K Buy
1,319
+3
+0.2% +$663 0.06% 164
2023
Q3 		$280K Sell
1,316
-248
-16% -$54.9K 0.06% 170
2023
Q2 		$345K Sell
1,564
-711
-31% -$148K 0.07% 152
2023
Q1 		$464K Buy
2,275
+80
+4% +$16K 0.09% 138
2022
Q4 		$420K Sell
2,195
-193
-8% -$37.2K 0.09% 135
2022
Q3 		$428K Sell
2,388
-196
-8% -$39.1K 0.09% 130
2022
Q2 		$487K Sell
2,584
-668
-21% -$137K 0.1% 130
2022
Q1 		$740K Buy
3,252
+4
+0.1% +$900 0.13% 122
2021
Q4 		$784K Sell
3,248
-146
-4% -$34.5K 0.11% 126
2021
Q3 		$753K Sell
3,394
-495
-13% -$113K 0.16% 119
2021
Q2 		$866K Buy
3,889
+837
+27% +$182K 0.23% 92
2021
Q1 		$631K Buy
3,052
+105
+4% +$21.2K 0.18% 96
2020
Q4 		$584K Sell
2,947
-981
-25% -$179K 0.17% 98
2020
Q3 		$681K Sell
3,928
-1,180
-23% -$198K 0.23% 86
2020
Q2 		$846K Buy
5,108
+1,215
+31% +$179K 0.32% 66
2020
Q1 		$533K Buy
3,893
+409
+12% +$63.2K 0.23% 84
2019
Q4 		$570K Buy
3,484
+814
+30% +$128K 0.2% 99
2019
Q3 		$403K Buy
2,670
+12
+0.5% +$1.81K 0.15% 118
2019
Q2 		$398K Buy
2,658
+9
+0.3% +$1.32K 0.15% 117
2019
Q1 		$383K Sell
2,649
-111
-4% -$15.5K 0.15% 121
2018
Q4 		$352K Sell
2,760
-213
-7% -$29.4K 0.15% 110
2018
Q3 		$445K Hold
2,973
– – 0.16% 107
2018
Q2 		$417K Sell
2,973
-413
-12% -$57.6K 0.17% 108
2018
Q1 		$460K Buy
3,386
+14
+0.4% +$1.96K 0.19% 97
2017
Q4 		$463K Buy
3,372
+81
+2% +$10.8K 0.19% 99
2017
Q3 		$426K Buy
3,291
+14
+0.4% +$1.77K 0.18% 110
2017
Q2 		$408K Sell
3,277
-23
-0.7% -$2.83K 0.19% 105
2017
Q1 		$400K Buy
3,300
+34
+1% +$4.07K 0.19% 102
2016
Q4 		$377K Buy
3,266
+21
+0.6% +$2.36K 0.2% 97
2016
Q3 		$361K Buy
3,245
+15
+0.5% +$1.66K 0.2% 103
2016
Q2 		$346K Sell
3,230
-737
-19% -$78.1K 0.2% 100
2016
Q1 		$416K Buy
3,967
+18
+0.5% +$1.78K 0.24% 100
2015
Q4 		$412K Sell
3,949
-48
-1% -$5.05K 0.27% 91
2015
Q3 		$395K Buy
3,997
+7
+0.2% +$735 0.27% 92
2015
Q2 		$427K Buy
+3,990
New +$435K 0.27% 92

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

Strategic Advisors's VTI Position: Q2 2026 in Review

Strategic Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, selling an estimated $170K and leaving 10,891 shares worth $4.03M. The position accounts for 0.88% of the portfolio, ranked #23.

Strategic Advisors first reported a position in VTI in Q2 2015 and has held it in 45 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Strategic Advisors held 10,891 shares of Vanguard Morningstar Total Stock Market ETF worth $4.03M as of Q2 2026.
  • Strategic Advisors sold 476 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.88% of Strategic Advisors's portfolio in Q2 2026, its #23 holding.
  • Strategic Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2015 and has held it in 45 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.