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Tobias Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tobias Financial 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 		$866K Buy
2,339
+3
+0.1% +$1.07K 0.11% 75
2026
Q1 		$749K Sell
2,336
-156
-6% -$52.3K 0.1% 80
2025
Q4 		$836K Buy
2,492
+223
+10% +$74.2K 0.12% 77
2025
Q3 		$745K Buy
2,269
+2
+0.1% +$632 0.11% 79
2025
Q2 		$689K Buy
2,267
+580
+34% +$163K 0.12% 75
2025
Q1 		$464K Sell
1,687
-76
-4% -$22.1K 0.09% 75
2024
Q4 		$511K Buy
1,763
+294
+20% +$85.8K 0.1% 72
2024
Q3 		$416K Hold
1,469
– – 0.08% 71
2024
Q2 		$393K Sell
1,469
-65
-4% -$16.8K 0.08% 72
2024
Q1 		$399K Hold
1,534
– – 0.09% 70
2023
Q4 		$364K Hold
1,534
– – 0.09% 69
2023
Q3 		$326K Buy
1,534
+62
+4% +$13.7K 0.09% 72
2023
Q2 		$324K Buy
1,472
+458
+45% +$95.5K 0.09% 71
2023
Q1 		$207K Buy
+1,014
New +$203K 0.06% 78
2020
Q1 		– Sell
-183
Closed -$29K – 287
2019
Q4 		$29K Buy
+183
New +$28.7K 0.02% 122

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

Tobias Financial Advisors's VTI Position: Q2 2026 in Review

Tobias Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q2 2026, buying an estimated $1.07K and bringing the position to 2,339 shares worth $866K. The position accounts for 0.11% of the portfolio, ranked #75.

Tobias Financial Advisors first reported a position in VTI in Q4 2019 and has held it in 15 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tobias Financial Advisors held 2,339 shares of Vanguard Morningstar Total Stock Market ETF worth $866K as of Q2 2026.
  • Tobias Financial Advisors bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Tobias Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Tobias Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 15 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.