FIC
VTI icon

Family Investment Center’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Family Investment Center’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 		$917K Sell
2,479
-14
-0.6% -$5.01K 0.15% 46
2026
Q1 		$800K Sell
2,493
-52
-2% -$17.4K 0.15% 40
2025
Q4 		$853K Sell
2,545
-34
-1% -$11.3K 0.17% 36
2025
Q3 		$846K Buy
2,579
+5
+0.2% +$1.58K 0.18% 37
2025
Q2 		$782K Buy
2,574
+9
+0.4% +$2.53K 0.18% 37
2025
Q1 		$705K Sell
2,565
-265
-9% -$77K 0.17% 45
2024
Q4 		$820K Sell
2,830
-605
-18% -$177K 0.21% 42
2024
Q3 		$973K Buy
3,435
+1,629
+90% +$444K 0.24% 35
2024
Q2 		$483K Hold
1,806
– – 0.14% 43
2024
Q1 		$469K Sell
1,806
-129
-7% -$31.9K 0.15% 47
2023
Q4 		$459K Buy
1,935
+65
+3% +$14.4K 0.23% 37
2023
Q3 		$397K Hold
1,870
– – 0.24% 32
2023
Q2 		$412K Buy
1,870
+3
+0.2% +$626 0.26% 33
2023
Q1 		$381K Buy
1,867
+710
+61% +$142K 0.26% 32
2022
Q4 		$221K Buy
+1,157
New +$223K 0.16% 44

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Family Investment Center's VTI Position: Q2 2026 in Review

Family Investment Center reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.56% in Q2 2026, selling an estimated $5.01K and leaving 2,479 shares worth $917K. The position accounts for 0.15% of the portfolio, ranked #46.

Family Investment Center first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $973K in Q3 2024. 2,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Family Investment Center held 2,479 shares of Vanguard Morningstar Total Stock Market ETF worth $917K as of Q2 2026.
  • Family Investment Center sold 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Family Investment Center's portfolio in Q2 2026, its #46 holding.
  • Family Investment Center first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's Vanguard Morningstar Total Stock Market ETF position peaked at $973K in Q3 2024.
  • 2,526 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.