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

Compton 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 		$411K Hold
1,112
– – 0.08% 55
2026
Q1 		$357K Sell
1,112
-55
-5% -$18.5K 0.08% 50
2025
Q4 		$391K Hold
1,167
– – 0.09% 39
2025
Q3 		$383K Hold
1,167
– – 0.09% 37
2025
Q2 		$355K Hold
1,167
– – 0.09% 35
2025
Q1 		$321K Sell
1,167
-65
-5% -$18.9K 0.09% 40
2024
Q4 		$357K Hold
1,232
– – 0.11% 25
2024
Q3 		$349K Hold
1,232
– – 0.11% 23
2024
Q2 		$330K Hold
1,232
– – 0.11% 24
2024
Q1 		$320K Sell
1,232
-78
-6% -$19.3K 0.11% 23
2023
Q4 		$311K Hold
1,310
– – 0.11% 23
2023
Q3 		$278K Hold
1,310
– – 0.11% 22
2023
Q2 		$289K Hold
1,310
– – 0.11% 23
2023
Q1 		$267K Sell
1,310
-15
-1% -$3K 0.11% 24
2022
Q4 		$253K Hold
1,325
– – 0.11% 27
2022
Q3 		$238K Hold
1,325
– – 0.11% 23
2022
Q2 		$250K Hold
1,325
– – 0.11% 25
2022
Q1 		$302K Hold
1,325
– – 0.12% 22
2021
Q4 		$320K Buy
+1,325
New +$313K 0.13% 21

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Compton Financial Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,112 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #55.

Compton Financial Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Compton Financial Group held 1,112 shares of Vanguard Morningstar Total Stock Market ETF worth $411K as of Q2 2026.
  • Compton Financial Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Compton Financial Group's portfolio in Q2 2026, its #55 holding.
  • Compton Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Compton Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.