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Alliance Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Alliance Wealth Management 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 		$626K Buy
1,691
+18
+1% +$6.44K 0.12% 60
2026
Q1 		$537K Sell
1,673
-65
-4% -$21.8K 0.12% 62
2025
Q4 		$583K Sell
1,738
-892
-34% -$297K 0.13% 63
2025
Q3 		$863K Sell
2,630
-36
-1% -$11.4K 0.19% 54
2025
Q2 		$810K Sell
2,666
-29
-1% -$8.16K 0.21% 50
2025
Q1 		$741K Sell
2,695
-26
-1% -$7.55K 0.2% 50
2024
Q4 		$789K Sell
2,721
-54
-2% -$15.8K 0.21% 50
2024
Q3 		$786K Sell
2,775
-24
-0.9% -$6.55K 0.21% 48
2024
Q2 		$749K Sell
2,799
-33
-1% -$8.54K 0.21% 49
2024
Q1 		$736K Sell
2,832
-18
-0.6% -$4.45K 0.22% 48
2023
Q4 		$676K Buy
+2,850
New +$630K 0.21% 46
2023
Q2 		$638K Buy
2,896
+30
+1% +$6.26K 0.21% 46
2023
Q1 		$585K Sell
2,866
-561
-16% -$112K 0.2% 47
2022
Q4 		$655K Sell
3,427
-347
-9% -$66.9K 0.24% 45
2022
Q3 		$677K Sell
3,774
-64
-2% -$12.8K 0.26% 44
2022
Q2 		$724K Buy
3,838
+10
+0.3% +$2.06K 0.27% 44
2022
Q1 		$872K Sell
3,828
-35
-0.9% -$7.87K 0.28% 43
2021
Q4 		$933K Sell
3,863
-12
-0.3% -$2.83K 0.29% 41
2021
Q3 		$860K Sell
3,875
-44
-1% -$10K 0.28% 42
2021
Q2 		$873K Buy
+3,919
New +$851K 0.29% 41
2020
Q1 		– Sell
-1,283
Closed -$210K – 61
2019
Q4 		$210K Buy
+1,283
New +$201K 0.09% 59
2017
Q4 		– Sell
-19,719
Closed -$2.55M – 94
2017
Q3 		$2.55M Buy
19,719
+9,507
+93% +$1.2M 0.65% 32
2017
Q2 		$1.26M Sell
10,212
-3
-0% -$370 0.71% 31
2017
Q1 		$1.25M Buy
+10,215
New +$1.22M 0.72% 32

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

Alliance Wealth Management Group's VTI Position: Q2 2026 in Review

Alliance Wealth Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $6.44K and bringing the position to 1,691 shares worth $626K. The position accounts for 0.12% of the portfolio, ranked #60.

Alliance Wealth Management Group first reported a position in VTI in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.55M in Q3 2017. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Alliance Wealth Management Group held 1,691 shares of Vanguard Morningstar Total Stock Market ETF worth $626K as of Q2 2026.
  • Alliance Wealth Management Group bought 18 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.44K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Alliance Wealth Management Group's portfolio in Q2 2026, its #60 holding.
  • Alliance Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and has held it in 24 quarters since.
  • Alliance Wealth Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.55M in Q3 2017.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.