FAG
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Financial Architects (Georgia)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Architects (Georgia)’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 		$28.6M Sell
77,158
-914
-1% -$327K 13.69% 2
2026
Q1 		$25M Sell
78,072
-2,734
-3% -$917K 13.21% 2
2025
Q4 		$27.1M Sell
80,806
-1,517
-2% -$505K 14.57% 2
2025
Q3 		$27M Sell
82,323
-2,717
-3% -$858K 15.36% 2
2025
Q2 		$25.8M Sell
85,040
-11,308
-12% -$3.18M 15.7% 2
2025
Q1 		$26.5M Buy
96,348
+1,891
+2% +$549K 16.9% 2
2024
Q4 		$27.4M Sell
94,457
-1,236
-1% -$361K 17.54% 2
2024
Q3 		$27.1M Buy
95,693
+165
+0.2% +$45K 17.46% 2
2024
Q2 		$25.6M Sell
95,528
-1,490
-2% -$386K 17.37% 2
2024
Q1 		$25.2M Buy
97,018
+65
+0.1% +$16.1K 17.45% 2
2023
Q4 		$23M Buy
+96,953
New +$21.4M 18.12% 2

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
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Financial Architects (Georgia)'s VTI Position: Q2 2026 in Review

Financial Architects (Georgia) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $327K and leaving 77,158 shares worth $28.6M. The position accounts for 13.69% of the portfolio, ranked #2.

Financial Architects (Georgia) first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,979 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Architects (Georgia) held 77,158 shares of Vanguard Morningstar Total Stock Market ETF worth $28.6M as of Q2 2026.
  • Financial Architects (Georgia) sold 914 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $327K.
  • Vanguard Morningstar Total Stock Market ETF made up 13.69% of Financial Architects (Georgia)'s portfolio in Q2 2026, its #2 holding.
  • Financial Architects (Georgia) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.