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

Financial Connections 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 		$1.84M Sell
5,745
-165
-3% -$55.4K 0.64% 30
2025
Q4 		$1.98M Sell
5,910
-131
-2% -$43.6K 0.68% 29
2025
Q3 		$1.98M Sell
6,041
-526
-8% -$166K 0.77% 25
2025
Q2 		$2M Buy
6,567
+827
+14% +$233K 0.82% 24
2025
Q1 		$1.58M Buy
5,740
+2
+0% +$581 0.71% 30
2024
Q4 		$1.66M Sell
5,738
-31
-0.5% -$9.04K 0.8% 27
2024
Q3 		$1.63M Buy
5,769
+96
+2% +$26.2K 0.8% 26
2024
Q2 		$1.52M Buy
+5,673
New +$1.47M 0.79% 26
2024
Q1 		– Sell
-5,303
Closed -$1.26M – 271
2023
Q4 		$1.26M Buy
+5,303
New +$1.17M 0.81% 25
2023
Q3 		– Sell
-5,988
Closed -$1.32M – 239
2023
Q2 		$1.32M Buy
5,988
+156
+3% +$32.5K 0.86% 28
2023
Q1 		$1.19M Sell
5,832
-149
-2% -$29.8K 0.85% 30
2022
Q4 		$1.14M Sell
5,981
-566
-9% -$109K 0.9% 28
2022
Q3 		$1.18M Buy
6,547
+205
+3% +$40.9K 0.99% 27
2022
Q2 		$1.2M Sell
6,342
-1,245
-16% -$256K 1.05% 25
2022
Q1 		$1.73M Buy
7,587
+184
+2% +$41.4K 1.74% 17
2021
Q4 		$1.79M Buy
+7,403
New +$1.75M 1.76% 15

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

Financial Connections Group's VTI Position: Q1 2026 in Review

Financial Connections Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q1 2026, selling an estimated $55.4K and leaving 5,745 shares worth $1.84M. The position accounts for 0.64% of the portfolio, ranked #30.

Financial Connections Group first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $2M in Q2 2025. 3,570 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Financial Connections Group held 5,745 shares of Vanguard Morningstar Total Stock Market ETF worth $1.84M as of Q1 2026.
  • Financial Connections Group sold 165 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $55.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.64% of Financial Connections Group's portfolio in Q1 2026, its #30 holding.
  • Financial Connections Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Connections Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2M in Q2 2025.
  • 3,570 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.