FEG
VTI icon

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
Q3 		$211K Buy
552
+1
+0.2% +$375 0.02% 138
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

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Financial Enhancement Group's VTI Position: Q3 2026 in Review

Financial Enhancement Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.18% in Q3 2026, buying an estimated $375 and bringing the position to 552 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #138.

Financial Enhancement Group first reported a position in VTI in Q1 2018 and has held it in 8 quarters since. 523 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Financial Enhancement Group held 552 shares of Vanguard Morningstar Total Stock Market ETF worth $211K as of Q3 2026.
  • Financial Enhancement Group bought 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Financial Enhancement Group's portfolio in Q3 2026, its #138 holding.
  • Financial Enhancement Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 8 quarters since.
  • 523 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.