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

Fairman 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 Q1	$3.24M	Buy	10,095 +406	+4%	+$136K	2.77%	7
2025 Q4	$3.25M	Buy	9,689 +426	+5%	+$142K	2.6%	8
2025 Q3	$3.05M	Buy	9,263 +44	+0.5%	+$13.9K	2.46%	8
2025 Q2	$2.81M	Sell	9,219 -5	-0.1%	-$1.41K	2.31%	8
2025 Q1	$2.65M	Buy	9,224 +81	+0.9%	+$23.5K	2.43%	9
2024 Q4	$2.65M	Buy	9,143 +40	+0.4%	+$11.7K	2.18%	10
2024 Q3	$2.59M	Sell	9,103 -253	-3%	-$69K	2.33%	9
2024 Q2	$2.51M	Buy	9,356 +3	+0%	+$776	2.55%	8
2024 Q1	$2.43M	Buy	9,353 +215	+2%	+$53.2K	2.3%	9
2023 Q4	$2.17M	Buy	+9,138	New	+$2.02M	2.07%	8

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fairman Group's VTI Position: Q1 2026 in Review

Fairman Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q1 2026, buying an estimated $136K and bringing the position to 10,095 shares worth $3.24M. The position accounts for 2.77% of the portfolio, ranked #7.

Fairman Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.25M in Q4 2025. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Fairman Group held 10,095 shares of Vanguard Morningstar Total Stock Market ETF worth $3.24M as of Q1 2026.
Fairman Group bought 406 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $136K.
Vanguard Morningstar Total Stock Market ETF made up 2.77% of Fairman Group's portfolio in Q1 2026, its #7 holding.
Fairman Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Fairman Group's Vanguard Morningstar Total Stock Market ETF position peaked at $3.25M in Q4 2025.
3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.