Asset Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Asset Advisory Group's VTI Position: Q2 2026 in Review
Asset Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.83% in Q2 2026, selling an estimated $18.2K and leaving 6,099 shares worth $2.26M. The position accounts for 0.99% of the portfolio, ranked #28.
Asset Advisory Group first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Asset Advisory Group held 6,099 shares of Vanguard Morningstar Total Stock Market ETF worth $2.26M as of Q2 2026.
- Asset Advisory Group sold 51 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $18.2K.
- Vanguard Morningstar Total Stock Market ETF made up 0.99% of Asset Advisory Group's portfolio in Q2 2026, its #28 holding.
- Asset Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.