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

Fiduciary 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	$13.9M	Buy	37,586 +521	+1%	+$186K	1.58%	13
2026 Q1	$11.9M	Buy	37,065 +1,372	+4%	+$460K	1.58%	12
2025 Q4	$12M	Buy	35,693 +8,683	+32%	+$2.89M	1.69%	11
2025 Q3	$8.86M	Sell	27,010 -750	-3%	-$237K	1.4%	15
2025 Q2	$8.44M	Sell	27,760 -76	-0.3%	-$21.4K	1.53%	14
2025 Q1	$7.17M	Sell	27,836 -1,032	-4%	-$300K	1.56%	14
2024 Q4	$8.29M	Buy	28,868 +2,572	+10%	+$750K	1.8%	12
2024 Q3	$7.43M	Buy	26,296 +263	+1%	+$71.7K	1.71%	13
2024 Q2	$7.27M	Buy	+26,033	New	+$6.74M	1.75%	13

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Fiduciary Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, buying an estimated $186K and bringing the position to 37,586 shares worth $13.9M. The position accounts for 1.58% of the portfolio, ranked #13.

Fiduciary Financial Group first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fiduciary Financial Group held 37,586 shares of Vanguard Morningstar Total Stock Market ETF worth $13.9M as of Q2 2026.
Fiduciary Financial Group bought 521 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $186K.
Vanguard Morningstar Total Stock Market ETF made up 1.58% of Fiduciary Financial Group's portfolio in Q2 2026, its #13 holding.
Fiduciary Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.