6F
VTI icon

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

626 Financial’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 		$4.69M Buy
12,662
+28
+0.2% +$10K 1.82% 16
2026
Q1 		$4.05M Sell
12,634
-948
-7% -$318K 1.81% 15
2025
Q4 		$4.55M Buy
13,582
+45
+0.3% +$15K 1.96% 14
2025
Q3 		$4.44M Buy
13,537
+1,042
+8% +$329K 1.95% 13
2025
Q2 		$3.8M Sell
12,495
-217
-2% -$61K 1.78% 13
2025
Q1 		$3.49M Sell
12,712
-532
-4% -$155K 1.8% 13
2024
Q4 		$3.84M Sell
13,244
-69
-0.5% -$20.1K 2.07% 13
2024
Q3 		$3.77M Sell
13,313
-172
-1% -$46.9K 2.09% 12
2024
Q2 		$3.61M Hold
13,485
– – 2.08% 11
2024
Q1 		$3.5M Sell
13,485
-613
-4% -$152K 2.11% 13
2023
Q4 		$3.34M Sell
14,098
-3,330
-19% -$736K 2.21% 12
2023
Q3 		$3.7M Sell
17,428
-15
-0.1% -$3.32K 2.5% 9
2023
Q2 		$3.84M Sell
17,443
-711
-4% -$148K 2.45% 10
2023
Q1 		$3.71M Buy
18,154
+1,200
+7% +$240K 2.45% 8
2022
Q4 		$3.24M Buy
16,954
+1,297
+8% +$250K 2.25% 8
2022
Q3 		$2.81M Buy
15,657
+1,400
+10% +$279K 2.28% 8
2022
Q2 		$2.69M Sell
14,257
-396
-3% -$81.4K 2.04% 10
2022
Q1 		$3.34M Sell
14,653
-339
-2% -$76.2K 2.14% 10
2021
Q4 		$3.62M Buy
+14,992
New +$3.54M 2.22% 11
2021
Q1 		$3.34M Buy
+14,653
New +$2.96M 2.14% 10

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

626 Financial's VTI Position: Q2 2026 in Review

626 Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.22% in Q2 2026, buying an estimated $10K and bringing the position to 12,662 shares worth $4.69M. The position accounts for 1.82% of the portfolio, ranked #16.

626 Financial first reported a position in VTI in Q1 2021 and has held it in 20 quarters since. 2,512 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • 626 Financial held 12,662 shares of Vanguard Morningstar Total Stock Market ETF worth $4.69M as of Q2 2026.
  • 626 Financial bought 28 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.82% of 626 Financial's portfolio in Q2 2026, its #16 holding.
  • 626 Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 20 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.