Altiora Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Altiora Financial 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 Q1	$28.9M	Buy	90,032 +5,085	+6%	+$1.71M	4.76%	4
2025 Q4	$28.5M	Buy	84,947 +4,178	+5%	+$1.39M	4.91%	4
2025 Q3	$26.5M	Sell	80,769 -4,879	-6%	-$1.54M	4.85%	5
2025 Q2	$26M	Buy	85,648 +7,580	+10%	+$2.13M	5.09%	5
2025 Q1	$21.5M	Buy	78,068 +6,607	+9%	+$1.92M	4.56%	6
2024 Q4	$20.7M	Buy	71,461 +5,425	+8%	+$1.58M	4.51%	5
2024 Q3	$18.7M	Buy	66,036 +2,766	+4%	+$754K	4.13%	5
2024 Q2	$16.9M	Buy	63,270 +2,124	+3%	+$550K	4.06%	5
2024 Q1	$15.9M	Buy	61,146 +1,230	+2%	+$304K	4.32%	5
2023 Q4	$14.2M	Buy	59,916 +26,227	+78%	+$5.8M	4.12%	5
2023 Q3	$7.16M	Buy	33,689 +485	+1%	+$107K	3.32%	7
2023 Q2	$7.31M	Buy	33,204 +7,077	+27%	+$1.48M	3.21%	8
2023 Q1	$5.33M	Buy	26,127 +1,139	+5%	+$228K	2.46%	8
2022 Q4	$4.78M	Buy	+24,988	New	+$4.82M	2.38%	9

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altiora Financial Group's VTI Position: Q1 2026 in Review

Altiora Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q1 2026, buying an estimated $1.71M and bringing the position to 90,032 shares worth $28.9M. The position accounts for 4.76% of the portfolio, ranked #4.

Altiora Financial Group first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Altiora Financial Group held 90,032 shares of Vanguard Morningstar Total Stock Market ETF worth $28.9M as of Q1 2026.
Altiora Financial Group bought 5,085 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.71M.
Vanguard Morningstar Total Stock Market ETF made up 4.76% of Altiora Financial Group's portfolio in Q1 2026, its #4 holding.
Altiora Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.