Financial Partners Group (Tennessee)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Partners Group (Tennessee)’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	$204K	Buy	+672	New	+$189K	0.07%	87
2025 Q1	–	Sell	-726	Closed	-$210K	–	92
2024 Q4	$210K	Buy	+726	New	+$212K	0.09%	91

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Financial Partners Group (Tennessee)'s VTI Position: Q2 2025 in Review

Financial Partners Group (Tennessee) opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025: 672 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings. This is a return to the name: Financial Partners Group (Tennessee) previously reported a position in VTI as recently as Q4 2024.

Financial Partners Group (Tennessee) first reported a position in VTI in Q4 2024 and has held it in 2 quarters since. The position peaked at $210K in Q4 2024. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Financial Partners Group (Tennessee) held 672 shares of Vanguard Morningstar Total Stock Market ETF worth $204K as of Q2 2025.
Vanguard Morningstar Total Stock Market ETF was a new Financial Partners Group (Tennessee) position in Q2 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #87 holding.
Financial Partners Group (Tennessee) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
Financial Partners Group (Tennessee)'s Vanguard Morningstar Total Stock Market ETF position peaked at $210K in Q4 2024.
3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.