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

AmeriFlex 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	$1.23M	Buy	3,335 +269	+9%	+$96.2K	0.5%	38
2026 Q1	$983K	Buy	3,066 +156	+5%	+$52.3K	0.5%	40
2025 Q4	$976K	Sell	2,910 -2,024	-41%	-$673K	0.51%	36
2025 Q3	$1.62M	Buy	4,934 +206	+4%	+$65.1K	0.61%	27
2025 Q2	$1.43M	Sell	4,728 -510	-10%	-$143K	0.75%	32
2025 Q1	$1.44M	Buy	5,238 +56	+1%	+$16.3K	0.59%	35
2024 Q4	$1.55M	Buy	+5,182	New	+$1.51M	0.71%	28

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

AmeriFlex Group's VTI Position: Q2 2026 in Review

AmeriFlex Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.8% in Q2 2026, buying an estimated $96.2K and bringing the position to 3,335 shares worth $1.23M. The position accounts for 0.5% of the portfolio, ranked #38.

AmeriFlex Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

AmeriFlex Group held 3,335 shares of Vanguard Morningstar Total Stock Market ETF worth $1.23M as of Q2 2026.
AmeriFlex Group bought 269 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $96.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.5% of AmeriFlex Group's portfolio in Q2 2026, its #38 holding.
AmeriFlex Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.62M in Q3 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.