AllGen Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

AllGen Financial Advisors’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	$95.8M	Sell	258,950 -16,652	-6%	-$5.95M	20.92%	1
2026 Q1	$88.4M	Buy	275,602 +6,366	+2%	+$2.14M	20.98%	1
2025 Q4	$90.3M	Buy	269,236 +2,478	+0.9%	+$824K	21.41%	1
2025 Q3	$87.5M	Buy	266,758 +7,118	+3%	+$2.25M	21.51%	1
2025 Q2	$78.9M	Buy	259,640 +91,569	+54%	+$25.8M	21.2%	1
2025 Q1	$46.2M	Buy	168,071 +64,801	+63%	+$18.8M	13.67%	2
2024 Q4	$29.9M	Buy	103,270 +21,886	+27%	+$6.39M	10.05%	3
2024 Q3	$23M	Buy	81,384 +69,537	+587%	+$19M	7.48%	3
2024 Q2	$3.17M	Buy	+11,847	New	+$3.07M	1.2%	20

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

AllGen Financial Advisors's VTI Position: Q2 2026 in Review

AllGen Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q2 2026, selling an estimated $5.95M and leaving 258,950 shares worth $95.8M. The position accounts for 20.92% of the portfolio, ranked #1.

AllGen Financial Advisors first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

AllGen Financial Advisors held 258,950 shares of Vanguard Morningstar Total Stock Market ETF worth $95.8M as of Q2 2026.
AllGen Financial Advisors sold 16,652 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.95M.
Vanguard Morningstar Total Stock Market ETF made up 20.92% of AllGen Financial Advisors's portfolio in Q2 2026, its #1 holding.
AllGen Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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