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

Ethos 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 		$2.14M Buy
5,880
+2,440
+71% +$872K 0.14% 137
2026
Q1 		$1.08M Sell
3,440
-289
-8% -$97K 0.08% 189
2025
Q4 		$1.25M Buy
3,729
+2,207
+145% +$734K 0.09% 175
2025
Q3 		$501K Sell
1,522
-492
-24% -$155K 0.04% 269
2025
Q2 		$614K Buy
2,014
+655
+48% +$184K 0.05% 237
2025
Q1 		$386K Sell
1,359
-175
-11% -$50.8K 0.04% 284
2024
Q4 		$445K Buy
1,534
+429
+39% +$125K 0.06% 172
2024
Q3 		$314K Buy
1,105
+276
+33% +$75.3K 0.05% 194
2024
Q2 		$223K Buy
829
+6
+0.7% +$1.55K 0.04% 244
2024
Q1 		$239K Buy
+823
New +$204K 0.05% 234
2023
Q3 		– Sell
-5,354
Closed -$1.09M – 197
2023
Q2 		$1.09M Hold
5,354
– – 0.37% 45
2023
Q1 		$1.09M Buy
5,354
+771
+17% +$154K 0.34% 48
2022
Q4 		$876K Buy
+4,583
New +$883K 0.3% 52

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

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

Ethos Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 71% in Q2 2026, buying an estimated $872K and bringing the position to 5,880 shares worth $2.14M. The position accounts for 0.14% of the portfolio, ranked #137.

Ethos Financial Group first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ethos Financial Group held 5,880 shares of Vanguard Morningstar Total Stock Market ETF worth $2.14M as of Q2 2026.
  • Ethos Financial Group bought 2,440 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $872K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Ethos Financial Group's portfolio in Q2 2026, its #137 holding.
  • Ethos Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.