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

Advisory Solutions 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
Q3 		$6.15M Buy
16,438
+736
+5% +$276K 1.3% 18
2026
Q2 		$5.81M Buy
+15,702
New +$5.61M 1.97% 9

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Advisory Solutions Group's VTI Position: Q3 2026 in Review

Advisory Solutions Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.7% in Q3 2026, buying an estimated $276K and bringing the position to 16,438 shares worth $6.15M. The position accounts for 1.3% of the portfolio, ranked #18.

Advisory Solutions Group first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Advisory Solutions Group held 16,438 shares of Vanguard Morningstar Total Stock Market ETF worth $6.15M as of Q3 2026.
  • Advisory Solutions Group bought 736 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $276K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.3% of Advisory Solutions Group's portfolio in Q3 2026, its #18 holding.
  • Advisory Solutions Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.