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

Financial Gravity Companies’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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Financial Gravity Companies's VTI Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2025: 242 shares worth $73.7K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VTI as recently as Q4 2024.

Financial Gravity Companies first reported a position in VTI in Q4 2017 and has held it in 6 quarters since. The position peaked at $640K in Q4 2018. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Financial Gravity Companies held 242 shares of Vanguard Total Stock Market ETF worth $73.7K as of Q2 2025.
  • Vanguard Total Stock Market ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Total Stock Market ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #254 holding.
  • Financial Gravity Companies first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Vanguard Total Stock Market ETF position peaked at $640K in Q4 2018.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.