AFS
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AFG Fiduciary Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

AFG Fiduciary Services’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 		$959K Hold
2,601
– – 0.75% 29
2026
Q1 		$846K Hold
2,601
– – 0.49% 42
2025
Q4 		$875K Sell
2,601
-97
-4% -$32.3K 0.52% 41
2025
Q3 		$888K Hold
2,698
– – 0.51% 41
2025
Q2 		$820K Sell
2,698
-2
-0.1% -$563 0.52% 43
2025
Q1 		$725K Buy
2,700
+83
+3% +$24.1K 0.53% 39
2024
Q4 		$769K Sell
2,617
-120
-4% -$35K 0.54% 35
2024
Q3 		$783K Sell
2,737
-12
-0.4% -$3.27K 0.53% 36
2024
Q2 		$753K Sell
2,749
-31
-1% -$8.02K 0.53% 37
2024
Q1 		$717K Sell
2,780
-60
-2% -$14.8K 0.53% 38
2023
Q4 		$672K Hold
2,840
– – 0.55% 37
2023
Q3 		$606K Hold
2,840
– – 0.54% 36
2023
Q2 		$636K Hold
2,840
– – 0.48% 41
2023
Q1 		$580K Buy
2,840
+3
+0.1% +$601 0.54% 36
2022
Q4 		$542K Sell
2,837
-84
-3% -$16.2K 0.51% 36
2022
Q3 		$524K Hold
2,921
– – 0.49% 39
2022
Q2 		$551K Sell
2,921
-141
-5% -$29K 0.48% 47
2022
Q1 		$697K Sell
3,062
-563
-16% -$127K 0.49% 44
2021
Q4 		$875K Buy
+3,625
New +$856K 0.61% 31

Other funds holding VTI

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AFG Fiduciary Services's VTI Position: Q2 2026 in Review

AFG Fiduciary Services held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,601 shares worth $959K. The position accounts for 0.75% of the portfolio, ranked #29.

AFG Fiduciary Services first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 999 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • AFG Fiduciary Services held 2,601 shares of Vanguard Total Stock Market ETF worth $959K as of Q2 2026.
  • AFG Fiduciary Services left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.75% of AFG Fiduciary Services's portfolio in Q2 2026, its #29 holding.
  • AFG Fiduciary Services first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 999 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.