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Symetra Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Symetra Investment Management’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 		$396M Buy
1,233,045
+94,995
+8% +$31.9M 34.27% 1
2025
Q4 		$382M Sell
1,138,050
-16,045
-1% -$5.34M 67.15% 1
2025
Q3 		$379M Buy
1,154,095
+111,955
+11% +$35.4M 83.23% 1
2025
Q2 		$317M Buy
1,042,140
+95,000
+10% +$26.7M 82.96% 1
2025
Q1 		$260M Buy
947,140
+144,800
+18% +$42.1M 64.04% 1
2024
Q4 		$233M Buy
802,340
+185,052
+30% +$54M 57.58% 1
2024
Q3 		$175M Sell
617,288
-22,855
-4% -$6.23M 62.13% 1
2024
Q2 		$171M Sell
640,143
-71,284
-10% -$18.4M 57.86% 1
2024
Q1 		$185M Buy
711,427
+252,335
+55% +$62.4M 74.12% 1
2023
Q4 		$109M Sell
459,092
-670,796
-59% -$148M 64.18% 1
2023
Q3 		$240M Buy
1,129,888
+108,285
+11% +$24M 100% 1
2023
Q2 		$225M Sell
1,021,603
-113,825
-10% -$23.7M 100% 1
2023
Q1 		$232M Buy
1,135,428
+156,813
+16% +$31.4M 100% 1
2022
Q4 		$187M Buy
978,615
+173,110
+21% +$33.4M 100% 1
2022
Q3 		$145M Buy
805,505
+227,817
+39% +$45.4M 100% 1
2022
Q2 		$109M Buy
577,688
+177,349
+44% +$36.4M 100% 1
2022
Q1 		$91.1M Buy
400,339
+109,491
+38% +$24.6M 99.99% 1
2021
Q4 		$70.3M Buy
290,848
+94,773
+48% +$22.4M 100% 1
2021
Q3 		$43.6M Buy
196,075
+160,817
+456% +$36.7M 99.99% 1
2021
Q2 		$7.86M Buy
35,258
+23,749
+206% +$5.15M 100% 1
2021
Q1 		$2.38M Buy
+11,509
New +$2.33M 82.06% 1

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Symetra Investment Management's VTI Position: Q1 2026 in Review

Symetra Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.3% in Q1 2026, buying an estimated $31.9M and bringing the position to 1,233,045 shares worth $396M. The position accounts for 34.27% of the portfolio, ranked #1.

Symetra Investment Management first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Symetra Investment Management held 1,233,045 shares of Vanguard Morningstar Total Stock Market ETF worth $396M as of Q1 2026.
  • Symetra Investment Management bought 94,995 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $31.9M.
  • Vanguard Morningstar Total Stock Market ETF made up 34.27% of Symetra Investment Management's portfolio in Q1 2026, its #1 holding.
  • Symetra Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • 3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Symetra Investment Management's 13F filing for Q1 2026, filed 7 May 2026.