Colton Groome Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Colton Groome Financial Advisors’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	$2.75M	Buy	7,444 +3,178	+74%	+$1.14M	0.67%	33
2026 Q1	$1.37M	Sell	4,266 -681	-14%	-$228K	0.39%	46
2025 Q4	$1.66M	Hold	4,947	–	–	0.48%	41
2025 Q3	$1.62M	Buy	4,947 +2,945	+147%	+$930K	0.5%	40
2025 Q2	$608K	Buy	2,002 +171	+9%	+$48.1K	0.21%	72
2025 Q1	$500K	Sell	1,831 -242	-12%	-$70.3K	0.19%	69
2024 Q4	$601K	Hold	2,073	–	–	0.23%	62
2024 Q3	$587K	Hold	2,073	–	–	0.22%	66
2024 Q2	$555K	Hold	2,073	–	–	0.22%	64
2024 Q1	$539K	Buy	2,073 +162	+8%	+$40.1K	0.22%	69
2023 Q4	$453K	Buy	+1,911	New	+$422K	0.2%	73

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

Colton Groome Financial Advisors's VTI Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 74% in Q2 2026, buying an estimated $1.14M and bringing the position to 7,444 shares worth $2.75M. The position accounts for 0.67% of the portfolio, ranked #33.

Colton Groome Financial Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Colton Groome Financial Advisors held 7,444 shares of Vanguard Morningstar Total Stock Market ETF worth $2.75M as of Q2 2026.
Colton Groome Financial Advisors bought 3,178 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.14M.
Vanguard Morningstar Total Stock Market ETF made up 0.67% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #33 holding.
Colton Groome Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.