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

Strategic 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	$856K	Buy	2,313 +282	+14%	+$101K	0.05%	164
2026 Q1	$652K	Buy	+2,031	New	+$681K	0.05%	190
2025 Q4	–	Sell	-208,646	Closed	-$137K	–	279
2025 Q3	$137K	Buy	+208,646	New	+$65.9M	0.01%	245
2023 Q1	–	Sell	-2,073	Closed	-$396K	–	251
2022 Q4	$396K	Buy	+2,073	New	+$400K	0.08%	169
2022 Q1	–	Sell	-1,295	Closed	-$313K	–	209
2021 Q4	$313K	Buy	+1,295	New	+$306K	0.06%	176

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

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

Strategic Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $101K and bringing the position to 2,313 shares worth $856K. The position accounts for 0.05% of the portfolio, ranked #164.

Strategic Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 5 quarters since. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Strategic Investment Advisors held 2,313 shares of Vanguard Morningstar Total Stock Market ETF worth $856K as of Q2 2026.
Strategic Investment Advisors bought 282 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $101K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Strategic Investment Advisors's portfolio in Q2 2026, its #164 holding.
Strategic Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 5 quarters since.
3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.