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

Financial Enhancement 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	$204K	Buy	+551	New	+$197K	0.02%	136
2021 Q4	–	Sell	-60	Closed	-$13K	–	311
2021 Q3	$13K	Sell	60 -81	-57%	-$18.5K	﹤0.01%	187
2021 Q2	$31K	Buy	+141	New	+$30.6K	0.01%	142
2019 Q1	–	Sell	-7	Closed	-$1K	–	335
2018 Q4	$1K	Hold	7	–	–	﹤0.01%	240
2018 Q3	$1K	Hold	7	–	–	﹤0.01%	240
2018 Q2	$1K	Hold	7	–	–	﹤0.01%	237
2018 Q1	$1K	Buy	+7	New	+$982	﹤0.01%	240

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

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

Financial Enhancement Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 551 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #136 among its holdings. This is a return to the name: Financial Enhancement Group previously reported a position in VTI as recently as Q3 2021.

Financial Enhancement Group first reported a position in VTI in Q1 2018 and has held it in 7 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Financial Enhancement Group held 551 shares of Vanguard Morningstar Total Stock Market ETF worth $204K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Financial Enhancement Group position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Financial Enhancement Group's portfolio in Q2 2026, its #136 holding.
Financial Enhancement Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 7 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.