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

Allegheny 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 		$2.39M Sell
6,456
-72
-1% -$25.7K 0.25% 62
2026
Q1 		$2.09M Sell
6,528
-88
-1% -$29.5K 0.28% 61
2025
Q4 		$2.22M Buy
6,616
+237
+4% +$78.8K 0.33% 56
2025
Q3 		$2.09M Sell
6,379
-122
-2% -$38.5K 0.39% 51
2025
Q2 		$1.98M Buy
6,501
+457
+8% +$129K 0.44% 44
2025
Q1 		$1.66M Sell
6,044
-29
-0.5% -$8.43K 0.43% 45
2024
Q4 		$1.76M Buy
6,073
+58
+1% +$16.9K 0.45% 45
2024
Q3 		$1.7M Sell
6,015
-41
-0.7% -$11.2K 0.42% 42
2024
Q2 		$1.62M Buy
6,056
+4,803
+383% +$1.24M 0.46% 38
2024
Q1 		$326K Sell
1,253
-49
-4% -$12.1K 0.1% 160
2023
Q4 		$309K Buy
1,302
+46
+4% +$10.2K 0.1% 158
2023
Q3 		$267K Buy
+1,256
New +$278K 0.1% 154
2023
Q2 		– Sell
-1,134
Closed -$231K – 163
2023
Q1 		$231K Buy
+1,134
New +$227K 0.09% 147

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

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

Allegheny Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, selling an estimated $25.7K and leaving 6,456 shares worth $2.39M. The position accounts for 0.25% of the portfolio, ranked #62.

Allegheny Financial Group first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Allegheny Financial Group held 6,456 shares of Vanguard Morningstar Total Stock Market ETF worth $2.39M as of Q2 2026.
  • Allegheny Financial Group sold 72 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Allegheny Financial Group's portfolio in Q2 2026, its #62 holding.
  • Allegheny Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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