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

Atomi 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 Q2	$28.7M	Buy	77,507 +565	+0.7%	+$202K	0.75%	29
2026 Q1	$24.7M	Sell	76,942 -3,634	-5%	-$1.22M	0.76%	29
2025 Q4	$27M	Buy	80,576 +1,772	+2%	+$589K	0.79%	28
2025 Q3	$25.9M	Buy	78,804 +42,562	+117%	+$13.4M	0.84%	26
2025 Q2	$11M	Buy	36,242 +11,154	+44%	+$3.14M	0.42%	48
2025 Q1	$6.9M	Buy	25,088 +3,731	+17%	+$1.08M	0.31%	64
2024 Q4	$6.19M	Buy	21,357 +1,386	+7%	+$404K	0.31%	63
2024 Q3	$5.65M	Buy	19,971 +2,580	+15%	+$704K	0.35%	53
2024 Q2	$4.65M	Buy	17,391 +171	+1%	+$44.3K	0.34%	64
2024 Q1	$4.48M	Buy	17,220 +1,582	+10%	+$391K	0.41%	46
2023 Q4	$3.71M	Buy	15,638 +12,232	+359%	+$2.7M	0.51%	35
2023 Q3	$723K	Buy	3,406 +1,764	+107%	+$390K	0.24%	108
2023 Q2	$362K	Buy	1,642 +522	+47%	+$109K	0.17%	160
2023 Q1	$229K	Buy	+1,120	New	+$224K	0.13%	187

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

Atomi Financial Group's VTI Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.73% in Q2 2026, buying an estimated $202K and bringing the position to 77,507 shares worth $28.7M. The position accounts for 0.75% of the portfolio, ranked #29.

Atomi Financial Group first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Atomi Financial Group held 77,507 shares of Vanguard Morningstar Total Stock Market ETF worth $28.7M as of Q2 2026.
Atomi Financial Group bought 565 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $202K.
Vanguard Morningstar Total Stock Market ETF made up 0.75% of Atomi Financial Group's portfolio in Q2 2026, its #29 holding.
Atomi Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.