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

Financial Strategies 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
Q1 		$4.21M Sell
11,956
-84
-0.7% -$28.2K 0.71% 32
2025
Q4 		$4.11M Sell
12,040
-15
-0.1% -$4.99K 0.74% 32
2025
Q3 		$4.05M Sell
12,055
-65
-0.5% -$20.5K 0.77% 31
2025
Q2 		$3.72M Sell
12,120
-39
-0.3% -$11K 0.78% 29
2025
Q1 		$3.21M Buy
12,159
+2,639
+28% +$767K 0.76% 30
2024
Q4 		$2.73M Sell
9,520
-50
-0.5% -$14.6K 0.65% 31
2024
Q3 		$2.76M Buy
9,570
+109
+1% +$29.7K 0.65% 31
2024
Q2 		$2.58M Buy
9,461
+960
+11% +$248K 0.65% 31
2024
Q1 		$2.19M Sell
8,501
-1,010
-11% -$250K 0.59% 32
2023
Q4 		$2.29M Sell
9,511
-1,832
-16% -$405K 0.66% 31
2023
Q3 		$2.45M Buy
11,343
+871
+8% +$193K 0.77% 30
2023
Q2 		$2.31M Sell
10,472
-325
-3% -$67.8K 0.74% 31
2023
Q1 		$2.2M Buy
10,797
+524
+5% +$105K 0.85% 21
2022
Q4 		$1.96M Sell
10,273
-329
-3% -$63.4K 0.82% 22
2022
Q3 		$1.9M Sell
10,602
-1,940
-15% -$387K 0.86% 20
2022
Q2 		$2.37M Buy
12,542
+8,597
+218% +$1.77M 0.99% 18
2022
Q1 		$898K Buy
3,945
+1,739
+79% +$391K 0.36% 32
2021
Q4 		$533K Buy
2,206
+929
+73% +$219K 0.22% 51
2021
Q3 		$284K Sell
1,277
-153
-11% -$34.9K 0.13% 65
2021
Q2 		$319K Sell
1,430
-44
-3% -$9.55K 0.15% 61
2021
Q1 		$305K Sell
1,474
-80
-5% -$16.2K 0.16% 54
2020
Q4 		$302K Buy
+1,554
New +$284K 0.17% 49

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Strategies Group's VTI Position: Q1 2026 in Review

Financial Strategies Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.7% in Q1 2026, selling an estimated $28.2K and leaving 11,956 shares worth $4.21M. The position accounts for 0.71% of the portfolio, ranked #32.

Financial Strategies Group first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Financial Strategies Group held 11,956 shares of Vanguard Morningstar Total Stock Market ETF worth $4.21M as of Q1 2026.
  • Financial Strategies Group sold 84 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $28.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.71% of Financial Strategies Group's portfolio in Q1 2026, its #32 holding.
  • Financial Strategies Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.