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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return

Strategic Investment Advisors's VTI Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 2,031 shares worth $652K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in VTI as recently as Q3 2025.

Strategic Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 4 quarters since. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Strategic Investment Advisors held 2,031 shares of Vanguard Morningstar Total Stock Market ETF worth $652K as of Q1 2026.
Vanguard Morningstar Total Stock Market ETF was a new Strategic Investment Advisors position in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Strategic Investment Advisors's portfolio in Q1 2026, its #190 holding.
Strategic Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.