Ulland Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ulland Investment 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	$111K	Buy	301 +3	+1%	+$1.07K	0.08%	96
2026 Q1	$96K	Hold	298	–	–	0.08%	92
2025 Q4	$100K	Sell	298 -17	-5%	-$5.66K	0.08%	91
2025 Q3	$103K	Buy	315 +17	+6%	+$5.37K	0.08%	88
2025 Q2	$91K	Hold	298	–	–	0.07%	89
2025 Q1	$82K	Hold	298	–	–	0.07%	93
2024 Q4	$86K	Sell	298 -37	-11%	-$10.8K	0.05%	90
2024 Q3	$95K	Hold	335	–	–	0.07%	82
2024 Q2	$90K	Hold	335	–	–	0.06%	93
2024 Q1	$87K	Hold	335	–	–	0.07%	92
2023 Q4	$79K	Sell	335 -25	-7%	-$5.53K	0.08%	86
2023 Q3	$76K	Sell	360 -15	-4%	-$3.32K	0.08%	84
2023 Q2	$83K	Sell	375 -100	-21%	-$20.9K	0.09%	84
2023 Q1	$97K	Hold	475	–	–	0.11%	70
2022 Q4	$91K	Buy	475 +15	+3%	+$2.89K	0.11%	71
2022 Q3	$83K	Hold	460	–	–	0.09%	71
2022 Q2	$87K	Hold	460	–	–	0.09%	72
2022 Q1	$105K	Sell	460 -1,080	-70%	-$243K	0.08%	77
2021 Q4	$372K	Buy	+1,540	New	+$364K	0.24%	55

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Ulland Investment Advisors's VTI Position: Q2 2026 in Review

Ulland Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, buying an estimated $1.07K and bringing the position to 301 shares worth $111K. The position accounts for 0.08% of the portfolio, ranked #96.

Ulland Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $372K in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ulland Investment Advisors held 301 shares of Vanguard Morningstar Total Stock Market ETF worth $111K as of Q2 2026.
Ulland Investment 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 0.08% of Ulland Investment Advisors's portfolio in Q2 2026, its #96 holding.
Ulland Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $372K in Q4 2021.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.