Financial Gravity Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Gravity Asset Management’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	$77.9K	Sell	243 -50	-17%	-$16.8K	0.01%	248
2025 Q4	$98.1K	Hold	293	–	–	0.02%	180
2025 Q3	$96K	Buy	+293	New	+$92.6K	0.02%	225
2025 Q1	$11.7K	Buy	+42	New	+$12.2K	﹤0.01%	571
2024 Q2	$165K	Sell	616 -49	-7%	-$12.7K	0.04%	138
2024 Q1	$158K	Hold	665	–	–	0.04%	144
2023 Q4	$158K	Buy	+665	New	+$147K	0.04%	144
2019 Q4	$115K	Sell	705 -384	-35%	-$60.2K	0.08%	268
2019 Q3	$164K	Buy	1,089 +467	+75%	+$70.4K	0.14%	140
2019 Q2	$93K	Buy	622 +175	+39%	+$25.8K	0.08%	239
2019 Q1	$65K	Buy	+447	New	+$62.4K	0.05%	259
2018 Q3	$91K	Sell	660 -55	-8%	-$8.09K	0.1%	221
2018 Q2	$104K	Sell	715 -319	-31%	-$44.5K	0.1%	212
2018 Q1	$140K	Buy	+1,034	New	+$145K	0.14%	150

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 Gravity Asset Management's VTI Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q1 2026, selling an estimated $16.8K and leaving 243 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #248.

Financial Gravity Asset Management first reported a position in VTI in Q1 2018 and has held it in 14 quarters since. The position peaked at $165K in Q2 2024. 3,576 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Financial Gravity Asset Management held 243 shares of Vanguard Morningstar Total Stock Market ETF worth $77.9K as of Q1 2026.
Financial Gravity Asset Management sold 50 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $16.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #248 holding.
Financial Gravity Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $165K in Q2 2024.
3,576 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.