Allegiance Financial Group Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Allegiance Financial Group Advisory Services's VTI Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, buying an estimated $5.84M and bringing the position to 180,147 shares worth $66.7M. The position accounts for 11.54% of the portfolio, ranked #1.

Allegiance Financial Group Advisory Services first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

• Allegiance Financial Group Advisory Services held 180,147 shares of Vanguard Morningstar Total Stock Market ETF worth $66.7M as of Q2 2026.
• Allegiance Financial Group Advisory Services bought 16,333 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.84M.
• Vanguard Morningstar Total Stock Market ETF made up 11.54% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #1 holding.
• Allegiance Financial Group Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
• 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.