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AllGen Financial Advisors’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllGen Financial Advisors's VTI Position: Q1 2026 in Review

AllGen Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 2.4% in Q1 2026, buying an estimated $2.14M and bringing the position to 275,602 shares worth $88.4M. The position accounts for 20.98% of the portfolio, ranked #1.

AllGen Financial Advisors first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $90.3M in Q4 2025. 3,550 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • AllGen Financial Advisors held 275,602 shares of Vanguard Total Stock Market ETF worth $88.4M as of Q1 2026.
  • AllGen Financial Advisors bought 6,366 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.14M.
  • Vanguard Total Stock Market ETF made up 20.98% of AllGen Financial Advisors's portfolio in Q1 2026, its #1 holding.
  • AllGen Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • AllGen Financial Advisors's Vanguard Total Stock Market ETF position peaked at $90.3M in Q4 2025.
  • 3,550 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.