URS Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

URS Advisory’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	$22.4M	Sell	60,411 -4,098	-6%	-$1.47M	12.44%	1
2026 Q1	$20.7M	Buy	64,509 +4,814	+8%	+$1.62M	15.14%	1
2025 Q4	$20M	Buy	+59,695	New	+$19.9M	16.63%	1

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

URS Advisory's VTI Position: Q2 2026 in Review

URS Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.4% in Q2 2026, selling an estimated $1.47M and leaving 60,411 shares worth $22.4M. The position accounts for 12.44% of the portfolio, ranked #1.

URS Advisory first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

URS Advisory held 60,411 shares of Vanguard Morningstar Total Stock Market ETF worth $22.4M as of Q2 2026.
URS Advisory sold 4,098 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.47M.
Vanguard Morningstar Total Stock Market ETF made up 12.44% of URS Advisory's portfolio in Q2 2026, its #1 holding.
URS Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on URS Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.