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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$67.3K Buy
+182
New +$65.1K 0.01% 268
2025
Q2
$73.7K Buy
+242
New +$68.1K 0.01% 254
2024
Q4
$104K Buy
359
+2
+0.6% +$584 0.02% 198
2024
Q3
$101K Buy
+357
New +$97.4K 0.03% 135
2018
Q4
$640K Buy
+4,615
New +$637K 0.58% 24
2018
Q1
$140K Buy
1,034
+572
+124% +$80.2K 0.14% 150
2017
Q4
$67K Buy
+462
New +$61.8K 0.08% 237

Other funds holding VTI

Financial Gravity Companies's VTI Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 182 shares worth $67.3K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VTI as recently as Q2 2025.

Financial Gravity Companies first reported a position in VTI in Q4 2017 and has held it in 7 quarters since. The position peaked at $640K in Q4 2018. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Gravity Companies held 182 shares of Vanguard Morningstar Total Stock Market ETF worth $67.3K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #268 holding.
  • Financial Gravity Companies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Vanguard Morningstar Total Stock Market ETF position peaked at $640K in Q4 2018.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.