SFI
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SUCCESSION FINANCIAL, INC.’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$432K Buy
+1,167
New +$417K 0.41% 26

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s VTI Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,167 shares worth $432K. The stake represents 0.41% of the portfolio and ranks #26 among its holdings.

2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 1,167 shares of Vanguard Morningstar Total Stock Market ETF worth $432K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.41% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #26 holding.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.