AG
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Advocate Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Advocate 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 		$5.56M Sell
15,029
-3,100
-17% -$1.11M 0.84% 49
2026
Q1 		$5.82M Sell
18,129
-212
-1% -$71.1K 0.91% 49
2025
Q4 		$6.15M Sell
18,341
-729
-4% -$243K 0.99% 43
2025
Q3 		$6.26M Sell
19,070
-95
-0.5% -$30K 1.03% 43
2025
Q2 		$5.82M Buy
19,165
+4
+0% +$1.13K 1.04% 44
2025
Q1 		$5.27M Buy
19,161
+46
+0.2% +$13.4K 0.96% 45
2024
Q4 		$5.54M Sell
19,115
-800
-4% -$233K 1.04% 42
2024
Q3 		$5.64M Sell
19,915
-1,040
-5% -$284K 1.02% 43
2024
Q2 		$5.61M Sell
20,955
-15
-0.1% -$3.88K 1.13% 38
2024
Q1 		$5.45M Sell
20,970
-114
-0.5% -$28.2K 1.08% 41
2023
Q4 		$5M Buy
21,084
+1
+0% +$221 1.07% 42
2023
Q3 		$4.48M Buy
21,083
+63
+0.3% +$13.9K 1.04% 44
2023
Q2 		$4.63M Sell
21,020
-33
-0.2% -$6.88K 1.02% 43
2023
Q1 		$4.3M Sell
21,053
-2,468
-10% -$494K 0.94% 46
2022
Q4 		$4.5M Buy
23,521
+206
+0.9% +$39.7K 0.97% 44
2022
Q3 		$4.18M Sell
23,315
-1,802
-7% -$359K 1.03% 41
2022
Q2 		$4.74M Buy
+25,117
New +$5.16M 1.1% 39

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
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Advocate Group's VTI Position: Q2 2026 in Review

Advocate Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, selling an estimated $1.11M and leaving 15,029 shares worth $5.56M. The position accounts for 0.84% of the portfolio, ranked #49.

Advocate Group first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.26M in Q3 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Advocate Group held 15,029 shares of Vanguard Morningstar Total Stock Market ETF worth $5.56M as of Q2 2026.
  • Advocate Group sold 3,100 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of Advocate Group's portfolio in Q2 2026, its #49 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Vanguard Morningstar Total Stock Market ETF position peaked at $6.26M in Q3 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.