Alpha Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Alpha Financial Partners’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	$744K	Sell	2,011 -26	-1%	-$9.3K	0.39%	39
2026 Q1	$653K	Sell	2,037 -25	-1%	-$8.39K	0.39%	37
2025 Q4	$691K	Sell	2,062 -18	-0.9%	-$5.99K	0.42%	35
2025 Q3	$683K	Buy	2,080 +1	+0%	+$316	0.44%	36
2025 Q2	$632K	Sell	2,079 -1,534	-42%	-$431K	0.46%	34
2025 Q1	$993K	Sell	3,613 -3	-0.1%	-$872	0.8%	19
2024 Q4	$1.05M	Buy	+3,616	New	+$1.06M	0.83%	19
2024 Q3	–	Sell	-3,482	Closed	-$932K	–	156
2024 Q2	$932K	Hold	3,482	–	–	0.81%	20
2024 Q1	$905K	Buy	3,482 +6	+0.2%	+$1.48K	0.82%	18
2023 Q4	$825K	Buy	3,476 +7	+0.2%	+$1.55K	0.81%	20
2023 Q3	$737K	Sell	3,469 -38	-1%	-$8.41K	0.86%	22
2023 Q2	$773K	Sell	3,507 -2,493	-42%	-$520K	0.82%	23
2023 Q1	$1.22M	Buy	6,000 +16	+0.3%	+$3.2K	1.38%	13
2022 Q4	$1.14M	Buy	+5,984	New	+$1.15M	1.39%	15

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

Alpha Financial Partners's VTI Position: Q2 2026 in Review

Alpha Financial Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $9.3K and leaving 2,011 shares worth $744K. The position accounts for 0.39% of the portfolio, ranked #39.

Alpha Financial Partners first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q1 2023. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Alpha Financial Partners held 2,011 shares of Vanguard Morningstar Total Stock Market ETF worth $744K as of Q2 2026.
Alpha Financial Partners sold 26 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Alpha Financial Partners's portfolio in Q2 2026, its #39 holding.
Alpha Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.22M in Q1 2023.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.