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

Financial Guidance 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 		$254K Sell
686
-1,048
-60% -$375K 0.1% 85
2026
Q1 		$556K Hold
1,734
– – 0.22% 57
2025
Q4 		$581K Buy
1,734
+3
+0.2% +$998 0.24% 56
2025
Q3 		$568K Sell
1,731
-67
-4% -$21.2K 0.25% 54
2025
Q2 		$546K Buy
1,798
+10
+0.6% +$2.81K 0.27% 53
2025
Q1 		$491K Buy
1,788
+3
+0.2% +$872 0.27% 48
2024
Q4 		$517K Hold
1,785
– – 0.28% 50
2024
Q3 		$505K Sell
1,785
-60
-3% -$16.4K 0.3% 46
2024
Q2 		$494K Sell
1,845
-366
-17% -$94.7K 0.3% 47
2024
Q1 		$575K Hold
2,211
– – 0.37% 34
2023
Q4 		$524K Hold
2,211
– – 0.36% 37
2023
Q3 		$470K Sell
2,211
-60
-3% -$13.3K 0.35% 39
2023
Q2 		$500K Buy
2,271
+60
+3% +$12.5K 0.37% 34
2023
Q1 		$451K Hold
2,211
– – 0.34% 36
2022
Q4 		$423K Hold
2,211
– – 0.34% 35
2022
Q3 		$397K Hold
2,211
– – 0.32% 35
2022
Q2 		$417K Hold
2,211
– – 0.33% 34
2022
Q1 		$503K Buy
+2,211
New +$497K 0.35% 33

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Financial Guidance Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 60% in Q2 2026, selling an estimated $375K and leaving 686 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #85.

Financial Guidance Group first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $581K in Q4 2025. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Guidance Group held 686 shares of Vanguard Morningstar Total Stock Market ETF worth $254K as of Q2 2026.
  • Financial Guidance Group sold 1,048 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $375K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Financial Guidance Group's portfolio in Q2 2026, its #85 holding.
  • Financial Guidance Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Guidance Group's Vanguard Morningstar Total Stock Market ETF position peaked at $581K in Q4 2025.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.