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AFG Fiduciary Services’s Vanguard Morningstar 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

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

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

AFG Fiduciary Services held its Vanguard Morningstar 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. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • AFG Fiduciary Services held 2,601 shares of Vanguard Morningstar Total Stock Market ETF worth $959K as of Q2 2026.
  • AFG Fiduciary Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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