Financial Life Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Life Advisors’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	$269K	Hold	728	–	–	0.08%	52
2026 Q1	$234K	Hold	728	–	–	0.07%	51
2025 Q4	$244K	Hold	728	–	–	0.08%	49
2025 Q3	$239K	Hold	728	–	–	0.08%	47
2025 Q2	$221K	Hold	728	–	–	0.08%	47
2025 Q1	$200K	Hold	728	–	–	0.07%	51
2024 Q4	$211K	Sell	728 -30	-4%	-$8.75K	0.08%	45
2024 Q3	$215K	Hold	758	–	–	0.08%	47
2024 Q2	$203K	Sell	758 -78	-9%	-$20.2K	0.08%	56
2024 Q1	$217K	Buy	+836	New	+$207K	0.09%	57
2023 Q2	–	Sell	-1,104	Closed	-$225K	–	71
2023 Q1	$225K	Hold	1,104	–	–	0.1%	67
2022 Q4	$211K	Sell	1,104 -300	-21%	-$57.8K	0.1%	70
2022 Q3	$252K	Hold	1,404	–	–	0.13%	60
2022 Q2	$265K	Hold	1,404	–	–	0.12%	42
2022 Q1	$320K	Hold	1,404	–	–	0.13%	42
2021 Q4	$339K	Hold	1,404	–	–	0.13%	45
2021 Q3	$312K	Hold	1,404	–	–	0.13%	44
2021 Q2	$313K	Hold	1,404	–	–	0.13%	44
2021 Q1	$290K	Hold	1,404	–	–	0.14%	45
2020 Q4	$273K	Hold	1,404	–	–	0.14%	43
2020 Q3	$239K	Buy	+1,404	New	+$236K	0.13%	44
2020 Q1	–	Sell	-2,950	Closed	-$483K	–	44
2019 Q4	$483K	Buy	2,950 +25	+0.9%	+$3.92K	0.29%	34
2019 Q3	$442K	Hold	2,925	–	–	0.28%	34
2019 Q2	$439K	Hold	2,925	–	–	0.29%	35
2019 Q1	$423K	Sell	2,925 -196	-6%	-$27.3K	0.29%	36
2018 Q4	$398K	Hold	3,121	–	–	0.31%	37
2018 Q3	$467K	Hold	3,121	–	–	0.34%	34
2018 Q2	$438K	Hold	3,121	–	–	0.36%	35
2018 Q1	$414K	Hold	3,121	–	–	0.38%	36
2017 Q4	$428K	Buy	+3,121	New	+$418K	0.35%	39

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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 Life Advisors's VTI Position: Q2 2026 in Review

Financial Life Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 728 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #52.

Financial Life Advisors first reported a position in VTI in Q4 2017 and has held it in 30 quarters since. The position peaked at $483K in Q4 2019. 1,899 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Financial Life Advisors held 728 shares of Vanguard Morningstar Total Stock Market ETF worth $269K as of Q2 2026.
Financial Life Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Financial Life Advisors's portfolio in Q2 2026, its #52 holding.
Financial Life Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 30 quarters since.
Financial Life Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $483K in Q4 2019.
1,899 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.