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

Summit 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
2025
Q2 		$1.45M Buy
4,742
+25
+0.5% +$7.03K 1.19% 24
2025
Q1 		$1.3M Buy
4,717
+8
+0.2% +$2.32K 1.15% 25
2024
Q4 		$1.42M Buy
+4,709
New +$1.37M 1.26% 21

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Summit Investment Advisors's VTI Position: Q2 2025 in Review

Summit Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.53% in Q2 2025, buying an estimated $7.03K and bringing the position to 4,742 shares worth $1.45M. The position accounts for 1.19% of the portfolio, ranked #24.

Summit Investment Advisors first reported a position in VTI in Q4 2024 and has held it in 3 quarters since. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Summit Investment Advisors held 4,742 shares of Vanguard Morningstar Total Stock Market ETF worth $1.45M as of Q2 2025.
  • Summit Investment Advisors bought 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $7.03K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.19% of Summit Investment Advisors's portfolio in Q2 2025, its #24 holding.
  • Summit Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.