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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
Q2 		$391M Sell
1,056,900
-176,145
-14% -$63M 34.18% 2
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 $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

Symetra Investment Management's VTI Position: Q2 2026 in Review

Symetra Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, selling an estimated $63M and leaving 1,056,900 shares worth $391M. The position accounts for 34.18% of the portfolio, ranked #2.

Symetra Investment Management first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. The position peaked at $396M in Q1 2026. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Symetra Investment Management held 1,056,900 shares of Vanguard Morningstar Total Stock Market ETF worth $391M as of Q2 2026.
  • Symetra Investment Management sold 176,145 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $63M.
  • Vanguard Morningstar Total Stock Market ETF made up 34.18% of Symetra Investment Management's portfolio in Q2 2026, its #2 holding.
  • Symetra Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Symetra Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $396M in Q1 2026.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Symetra Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.