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

Transamerica 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 		$1.57M Buy
4,245
+4,081
+2,488% +$1.46M 0.13% 162
2026
Q1 		$52.6K Sell
164
-495
-75% -$166K ﹤0.01% 642
2025
Q4 		$221K Buy
659
+587
+815% +$195K 0.02% 356
2025
Q3 		$23.5K Buy
+72
New +$22.7K ﹤0.01% 570
2023
Q2 		– Sell
-1
Closed -$1K – 648
2023
Q1 		$1K Sell
1
-820
-100% -$164K ﹤0.01% 581
2022
Q4 		$157K Sell
821
-7
-0.8% -$1.35K 0.02% 234
2022
Q3 		$149K Sell
828
-34
-4% -$6.78K 0.02% 231
2022
Q2 		$163K Buy
+862
New +$177K 0.02% 227
2020
Q3 		– Sell
-895
Closed -$140K – 486
2020
Q2 		$140K Buy
+895
New +$132K 0.03% 184
2019
Q3 		– Sell
-584
Closed -$88K – 516
2019
Q2 		$88K Buy
+584
New +$86K 0.02% 231
2019
Q1 		– Sell
-87
Closed -$12K – 452
2018
Q4 		$12K Buy
+87
New +$12K ﹤0.01% 279
2016
Q2 		– Sell
-1,958
Closed -$206K – 703
2016
Q1 		$206K Buy
1,958
+750
+62% +$74.4K 0.02% 286
2015
Q4 		$126K Buy
1,208
+956
+379% +$101K 0.01% 329
2015
Q3 		$25K Hold
252
– – ﹤0.01% 475
2015
Q2 		$27K Sell
252
-1
-0.4% -$109 ﹤0.01% 527
2015
Q1 		$28K Buy
253
+245
+3,063% +$26.2K ﹤0.01% 502
2014
Q4 		$1K Hold
8
– – ﹤0.01% 701
2014
Q3 		$1K Hold
8
– – ﹤0.01% 657
2014
Q2 		$1K Hold
8
– – ﹤0.01% 666
2014
Q1 		$1K Buy
8
+7
+700% +$670 ﹤0.01% 627
2013
Q4 		$1K Buy
+1
New +$92 ﹤0.01% 591
2013
Q3 		– Sell
-1
Closed -$1K – 637
2013
Q2 		$1K Buy
+1
New +$83 ﹤0.01% 555

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

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

Transamerica Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2,488% in Q2 2026, buying an estimated $1.46M and bringing the position to 4,245 shares worth $1.57M. The position accounts for 0.13% of the portfolio, ranked #162.

Transamerica Financial Advisors first reported a position in VTI in Q2 2013 and has held it in 22 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Transamerica Financial Advisors held 4,245 shares of Vanguard Morningstar Total Stock Market ETF worth $1.57M as of Q2 2026.
  • Transamerica Financial Advisors bought 4,081 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.46M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Transamerica Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Transamerica Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 22 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.