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

Strategic Investment Solutions’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 		$142K Buy
384
+26
+7% +$9.3K 0.03% 174
2026
Q1 		$115K Sell
358
-21
-6% -$7.05K 0.03% 183
2025
Q4 		$127K Buy
379
+28
+8% +$9.31K 0.03% 163
2025
Q3 		$115K Hold
351
– – 0.03% 164
2025
Q2 		$107K Sell
351
-17
-5% -$4.78K 0.03% 157
2025
Q1 		$101K Sell
368
-390
-51% -$113K 0.03% 139
2024
Q4 		$186K Buy
758
+436
+135% +$127K 0.06% 101
2024
Q3 		$91.4K Hold
322
– – 0.03% 154
2024
Q2 		$88K Buy
+322
New +$83.3K 0.03% 148
2023
Q4 		$301K Sell
1,267
-51,035
-98% -$11.3M 0.05% 152
2023
Q3 		$11.6M Buy
52,302
+51,087
+4,205% +$11.3M 0.14% 86
2023
Q2 		$254K Sell
1,215
-564
-32% -$118K 0.05% 120
2023
Q1 		$363K Sell
1,779
-60
-3% -$12K 0.07% 128
2022
Q4 		$386K Buy
+1,839
New +$354K 0.19% 60

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 Investment Solutions's VTI Position: Q2 2026 in Review

Strategic Investment Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.3% in Q2 2026, buying an estimated $9.3K and bringing the position to 384 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #174.

Strategic Investment Solutions first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.6M in Q3 2023. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Strategic Investment Solutions held 384 shares of Vanguard Morningstar Total Stock Market ETF worth $142K as of Q2 2026.
  • Strategic Investment Solutions bought 26 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #174 holding.
  • Strategic Investment Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Vanguard Morningstar Total Stock Market ETF position peaked at $11.6M in Q3 2023.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.