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

Advisory Resource Group’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 		$574K Buy
1,551
+25
+2% +$8.94K 0.09% 135
2026
Q1 		$489K Buy
1,526
+70
+5% +$23.5K 0.08% 132
2025
Q4 		$488K Buy
1,456
+9
+0.6% +$2.99K 0.09% 127
2025
Q3 		$475K Sell
1,447
-10
-0.7% -$3.16K 0.09% 133
2025
Q2 		$443K Buy
1,457
+34
+2% +$9.56K 0.09% 133
2025
Q1 		$391K Buy
1,423
+125
+10% +$36.3K 0.08% 138
2024
Q4 		$376K Buy
1,298
+12
+0.9% +$3.5K 0.08% 129
2024
Q3 		$364K Buy
1,286
+4
+0.3% +$1.09K 0.08% 130
2024
Q2 		$343K Buy
1,282
+2
+0.2% +$518 0.08% 127
2024
Q1 		$333K Buy
1,280
+121
+10% +$29.9K 0.08% 131
2023
Q4 		$275K Buy
1,159
+7
+0.6% +$1.55K 0.07% 134
2023
Q3 		$245K Buy
+1,152
New +$255K 0.07% 139

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

Advisory Resource Group's VTI Position: Q2 2026 in Review

Advisory Resource Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $8.94K and bringing the position to 1,551 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #135.

Advisory Resource Group first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Advisory Resource Group held 1,551 shares of Vanguard Morningstar Total Stock Market ETF worth $574K as of Q2 2026.
  • Advisory Resource Group bought 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Advisory Resource Group's portfolio in Q2 2026, its #135 holding.
  • Advisory Resource Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.