Albion Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Albion Financial 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	$1.98M	Buy	5,359 +695	+15%	+$249K	0.11%	85
2026 Q1	$1.5M	Hold	4,664	–	–	0.1%	88
2025 Q4	$1.56M	Hold	4,664	–	–	0.1%	89
2025 Q3	$1.53M	Hold	4,664	–	–	0.09%	90
2025 Q2	$1.42M	Buy	4,664 +1	+0%	+$281	0.09%	95
2025 Q1	$1.28M	Sell	4,663 -95	-2%	-$27.6K	0.09%	104
2024 Q4	$1.38M	Sell	4,758 -53	-1%	-$15.5K	0.09%	100
2024 Q3	$1.36M	Buy	4,811 +368	+8%	+$100K	0.09%	103
2024 Q2	$1.19M	Buy	4,443 +386	+10%	+$99.9K	0.09%	101
2024 Q1	$1.05M	Hold	4,057	–	–	0.08%	106
2023 Q4	$962K	Hold	4,057	–	–	0.08%	113
2023 Q3	$862K	Hold	4,057	–	–	0.08%	107
2023 Q2	$894K	Hold	4,057	–	–	0.08%	114
2023 Q1	$828K	Sell	4,057 -393	-9%	-$78.7K	0.08%	115
2022 Q4	$851K	Buy	4,450 +118	+3%	+$22.7K	0.08%	108
2022 Q3	$777K	Hold	4,332	–	–	0.08%	113
2022 Q2	$817K	Buy	4,332 +3,782	+688%	+$777K	0.08%	116
2022 Q1	$125K	Sell	550 -975	-64%	-$219K	0.01%	218
2021 Q4	$368K	Buy	+1,525	New	+$360K	0.03%	178

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Albion Financial Group's VTI Position: Q2 2026 in Review

Albion Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $249K and bringing the position to 5,359 shares worth $1.98M. The position accounts for 0.11% of the portfolio, ranked #85.

Albion Financial Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Albion Financial Group held 5,359 shares of Vanguard Morningstar Total Stock Market ETF worth $1.98M as of Q2 2026.
Albion Financial Group bought 695 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $249K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Albion Financial Group's portfolio in Q2 2026, its #85 holding.
Albion Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.