FG
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Fiduciary Group’s Vanguard 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
Q1 		$96.2K Buy
+300
New +$101K 0.01% 292

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Group's VTI Position: Q1 2026 in Review

Fiduciary Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.46% in Q1 2026, buying an estimated $18.5K and bringing the position to 11,950 shares worth $3.83M. The position accounts for 0.33% of the portfolio, ranked #73.

Fiduciary Group first reported a position in VTI in Q2 2015 and has held it in 41 quarters since. The position peaked at $4.03M in Q3 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Fiduciary Group held 11,950 shares of Vanguard Total Stock Market ETF worth $3.83M as of Q1 2026.
  • Fiduciary Group bought 55 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $18.5K.
  • Vanguard Total Stock Market ETF made up 0.33% of Fiduciary Group's portfolio in Q1 2026, its #73 holding.
  • Fiduciary Group first reported a position in Vanguard Total Stock Market ETF in Q2 2015 and has held it in 41 quarters since.
  • Fiduciary Group's Vanguard Total Stock Market ETF position peaked at $4.03M in Q3 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.