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

Fiduciary 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 		$4.45M Buy
12,036
+86
+0.7% +$30.8K 0.35% 70
2026
Q1 		$3.83M Buy
11,950
+55
+0.5% +$18.5K 0.33% 73
2025
Q4 		$3.99M Sell
11,895
-391
-3% -$130K 0.33% 73
2025
Q3 		$4.03M Sell
12,286
-499
-4% -$158K 0.35% 69
2025
Q2 		$3.89M Sell
12,785
-775
-6% -$218K 0.37% 67
2025
Q1 		$3.73M Buy
13,560
+120
+0.9% +$34.9K 0.37% 70
2024
Q4 		$3.9M Sell
13,440
-102
-0.8% -$29.8K 0.39% 69
2024
Q3 		$3.83M Buy
13,542
+180
+1% +$49.1K 0.39% 68
2024
Q2 		$3.57M Buy
13,362
+98
+0.7% +$25.4K 0.38% 70
2024
Q1 		$3.45M Sell
13,264
-226
-2% -$55.9K 0.38% 69
2023
Q4 		$3.2M Sell
13,490
-213
-2% -$47.1K 0.37% 69
2023
Q3 		$2.91M Buy
13,703
+4,718
+53% +$1.04M 0.37% 69
2023
Q2 		$1.98M Buy
8,985
+50
+0.6% +$10.4K 0.24% 84
2023
Q1 		$1.82M Sell
8,935
-74
-0.8% -$14.8K 0.24% 86
2022
Q4 		$1.72M Buy
9,009
+46
+0.5% +$8.87K 0.23% 89
2022
Q3 		$1.78M Sell
8,963
-3,588
-29% -$715K 0.23% 88
2022
Q2 		$2.65M Buy
12,551
+64
+0.5% +$13.1K 0.33% 69
2022
Q1 		$2.44M Buy
12,487
+3,474
+39% +$781K 0.32% 69
2021
Q4 		$2.18M Hold
9,013
– – 0.24% 79
2021
Q3 		$2.13M Buy
9,013
+97
+1% +$22.1K 0.24% 76
2021
Q2 		$2.02M Buy
8,916
+205
+2% +$44.5K 0.23% 76
2021
Q1 		$1.89M Buy
8,711
+177
+2% +$35.8K 0.23% 78
2020
Q4 		$1.76M Buy
8,534
+2,200
+35% +$402K 0.23% 78
2020
Q3 		$1.08M Buy
6,334
+3,060
+93% +$515K 0.16% 94
2020
Q2 		$512K Hold
3,274
– – 0.09% 132
2020
Q1 		$422K Sell
3,274
-258
-7% -$39.9K 0.08% 126
2019
Q4 		$578K Buy
3,532
+125
+4% +$19.6K 0.09% 127
2019
Q3 		$514K Hold
3,407
– – 0.09% 126
2019
Q2 		$511K Buy
3,407
+1,697
+99% +$250K 0.09% 127
2019
Q1 		$247K Hold
1,710
– – 0.05% 166
2018
Q4 		$218K Hold
1,710
– – 0.05% 160
2018
Q3 		$256K Hold
1,710
– – 0.05% 158
2018
Q2 		$240K Sell
1,710
-400
-19% -$55.8K 0.05% 159
2018
Q1 		$286K Buy
2,110
+400
+23% +$56.1K 0.06% 146
2017
Q4 		$235K Hold
1,710
– – 0.05% 163
2017
Q3 		$221K Buy
+1,710
New +$217K 0.05% 166
2017
Q2 		– Sell
-5,359
Closed -$650K – 183
2017
Q1 		$650K Buy
+5,359
New +$642K 0.15% 111
2016
Q3 		– Sell
-1,957
Closed -$210K – 184
2016
Q2 		$210K Sell
1,957
-1,471
-43% -$156K 0.06% 163
2016
Q1 		$359K Sell
3,428
-1,514
-31% -$150K 0.1% 138
2015
Q4 		$515K Sell
4,942
-1,677
-25% -$177K 0.15% 117
2015
Q3 		$653K Sell
6,619
-2,674
-29% -$281K 0.22% 110
2015
Q2 		$995K Buy
+9,293
New +$1.01M 0.31% 96

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 Group's VTI Position: Q2 2026 in Review

Fiduciary Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.72% in Q2 2026, buying an estimated $30.8K and bringing the position to 12,036 shares worth $4.45M. The position accounts for 0.35% of the portfolio, ranked #70.

Fiduciary Group first reported a position in VTI in Q2 2015 and has held it in 42 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fiduciary Group held 12,036 shares of Vanguard Morningstar Total Stock Market ETF worth $4.45M as of Q2 2026.
  • Fiduciary Group bought 86 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $30.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Fiduciary Group's portfolio in Q2 2026, its #70 holding.
  • Fiduciary Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2015 and has held it in 42 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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