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

Summit Investment Advisory Services’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	$6.99M	Buy	18,882 +6	+0%	+$2.15K	1.75%	13
2026 Q1	$6.06M	Buy	18,876 +30	+0.2%	+$10.1K	2.25%	10
2025 Q4	$6.32M	Buy	18,846 +117	+0.6%	+$38.9K	2.38%	9
2025 Q3	$6.15M	Buy	18,729 +27	+0.1%	+$8.53K	2.45%	9
2025 Q2	$5.68M	Buy	18,702 +146	+0.8%	+$41.1K	2.47%	9
2025 Q1	$5.1M	Sell	18,556 -4	-0%	-$1.16K	2.5%	9
2024 Q4	$5.38M	Buy	18,560 +10	+0.1%	+$2.92K	2.77%	8
2024 Q3	$5.25M	Buy	18,550 +13,637	+278%	+$3.72M	2.79%	8
2024 Q2	$1.31M	Sell	4,913 -14,114	-74%	-$3.65M	1.55%	18
2024 Q1	$4.95M	Buy	19,027 +795	+4%	+$197K	2.93%	8
2023 Q4	$4.32M	Sell	18,232 -106	-0.6%	-$23.4K	2.72%	8
2023 Q3	$3.9M	Sell	18,338 -971	-5%	-$215K	2.89%	8
2023 Q2	$4.25M	Buy	19,309 +381	+2%	+$79.5K	2.81%	8
2023 Q1	$3.86M	Buy	18,928 +7	+0%	+$1.4K	2.75%	8
2022 Q4	$3.62M	Buy	+18,921	New	+$3.65M	4.38%	5

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

Summit Investment Advisory Services's VTI Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q2 2026, buying an estimated $2.15K and bringing the position to 18,882 shares worth $6.99M. The position accounts for 1.75% of the portfolio, ranked #13.

Summit Investment Advisory Services first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Summit Investment Advisory Services held 18,882 shares of Vanguard Morningstar Total Stock Market ETF worth $6.99M as of Q2 2026.
Summit Investment Advisory Services bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 1.75% of Summit Investment Advisory Services's portfolio in Q2 2026, its #13 holding.
Summit Investment Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.