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Fiduciary Alliance’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fiduciary Alliance’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 		$6.87M Buy
18,577
+719
+4% +$257K 0.46% 56
2026
Q1 		$6.17M Buy
17,858
+176
+1% +$59K 0.37% 69
2025
Q4 		$5.93M Buy
17,682
+556
+3% +$185K 0.39% 65
2025
Q3 		$5.62M Buy
17,126
+4,207
+33% +$1.33M 0.38% 67
2025
Q2 		$3.93M Buy
12,919
+4,472
+53% +$1.26M 0.29% 82
2025
Q1 		$2.32M Sell
8,447
-163
-2% -$47.4K 0.23% 101
2024
Q4 		$2.5M Buy
8,610
+275
+3% +$80.2K 0.25% 90
2024
Q3 		$2.36M Buy
8,335
+6,317
+313% +$1.72M 0.31% 80
2024
Q2 		$544K Sell
2,018
-157
-7% -$40.6K 0.09% 125
2024
Q1 		$565K Sell
2,175
-196
-8% -$48.5K 0.1% 115
2023
Q4 		$562K Sell
2,371
-564
-19% -$125K 0.11% 105
2023
Q3 		$623K Sell
2,935
-38
-1% -$8.41K 0.14% 92
2023
Q2 		$655K Sell
2,973
-160
-5% -$33.4K 0.14% 85
2023
Q1 		$639K Buy
3,133
+1,359
+77% +$272K 0.16% 78
2022
Q4 		$339K Buy
+1,774
New +$342K 0.09% 107

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

Fiduciary Alliance's VTI Position: Q2 2026 in Review

Fiduciary Alliance increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4% in Q2 2026, buying an estimated $257K and bringing the position to 18,577 shares worth $6.87M. The position accounts for 0.46% of the portfolio, ranked #56.

Fiduciary Alliance first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fiduciary Alliance held 18,577 shares of Vanguard Morningstar Total Stock Market ETF worth $6.87M as of Q2 2026.
  • Fiduciary Alliance bought 719 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $257K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.46% of Fiduciary Alliance's portfolio in Q2 2026, its #56 holding.
  • Fiduciary Alliance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.