Trask Adam Roland’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Trask Adam Roland’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	$24.7K	Buy	+77	New	+$25.8K	0.02%	134

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Trask Adam Roland's VTI Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 77 shares worth $24.7K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings.

3,568 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Trask Adam Roland held 77 shares of Vanguard Morningstar Total Stock Market ETF worth $24.7K as of Q1 2026.
Vanguard Morningstar Total Stock Market ETF was a new Trask Adam Roland position in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #134 holding.
3,568 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.