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

Stratos 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 		$16.5M Buy
44,483
+51
+0.1% +$18.2K 0.9% 20
2026
Q1 		$14.3M Buy
44,432
+1,353
+3% +$454K 0.87% 20
2025
Q4 		$14.4M Sell
43,079
-6,810
-14% -$2.27M 0.7% 29
2025
Q3 		$16.4M Buy
49,889
+3,279
+7% +$1.04M 0.79% 27
2025
Q2 		$14.2M Sell
46,610
-707
-1% -$199K 0.75% 26
2025
Q1 		$13M Sell
47,317
-15,371
-25% -$4.47M 0.71% 35
2024
Q4 		$18.2M Buy
62,688
+8,002
+15% +$2.33M 0.87% 21
2024
Q3 		$15.5M Buy
54,686
+1,836
+3% +$501K 0.71% 28
2024
Q2 		$14.1M Buy
52,850
+12,881
+32% +$3.33M 0.7% 29
2024
Q1 		$10.4M Buy
39,969
+1,773
+5% +$439K 0.62% 35
2023
Q4 		$9.06M Buy
38,196
+2,577
+7% +$570K 0.52% 31
2023
Q3 		$7.57M Buy
35,619
+1,897
+6% +$420K 0.5% 36
2023
Q2 		$7.43M Buy
33,722
+2,206
+7% +$460K 0.53% 34
2023
Q1 		$6.43M Buy
31,516
+9,213
+41% +$1.84M 0.5% 41
2022
Q4 		$4.26M Sell
22,303
-5,136
-19% -$990K 0.36% 76
2022
Q3 		$4.92M Sell
27,439
-7,464
-21% -$1.49M 0.52% 39
2022
Q2 		$6.58M Sell
34,903
-3,589
-9% -$737K 0.6% 30
2022
Q1 		$8.76M Sell
38,492
-17,684
-31% -$3.98M 0.71% 23
2021
Q4 		$13.6M Sell
56,176
-9,665
-15% -$2.28M 0.98% 14
2021
Q3 		$14.6M Sell
65,841
-3,542
-5% -$808K 1.25% 9
2021
Q2 		$15.5M Sell
69,383
-2,975
-4% -$646K 1.37% 7
2021
Q1 		$15M Buy
72,358
+19,624
+37% +$3.97M 1.59% 7
2020
Q4 		$10.3M Buy
52,734
+12,786
+32% +$2.34M 1.42% 8
2020
Q3 		$6.8M Buy
39,948
+106
+0.3% +$17.8K 1.66% 8
2020
Q2 		$6.24M Buy
39,842
+24,917
+167% +$3.67M 1.91% 7
2020
Q1 		$1.92M Sell
14,925
-7,710
-34% -$1.19M 1.36% 12
2019
Q4 		$3.7M Sell
22,635
-1,293
-5% -$203K 2.1% 10
2019
Q3 		$3.61M Sell
23,928
-17
-0.1% -$2.56K 1.38% 16
2019
Q2 		$3.59M Buy
23,945
+893
+4% +$132K 1.43% 17
2019
Q1 		$3.34M Buy
23,052
+89
+0.4% +$12.4K 1.8% 9
2018
Q4 		$2.93M Buy
+22,963
New +$3.17M 1.96% 8

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

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

Stratos Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.11% in Q2 2026, buying an estimated $18.2K and bringing the position to 44,483 shares worth $16.5M. The position accounts for 0.9% of the portfolio, ranked #20.

Stratos Wealth Advisors first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.2M in Q4 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Stratos Wealth Advisors held 44,483 shares of Vanguard Morningstar Total Stock Market ETF worth $16.5M as of Q2 2026.
  • Stratos Wealth Advisors bought 51 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $18.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.9% of Stratos Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Stratos Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Stratos Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $18.2M in Q4 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.