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

Financial Symmetry’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 		$3.61M Sell
9,751
-13
-0.1% -$4.65K 1.2% 16
2026
Q1 		$3.46M Sell
9,764
-7
-0.1% -$2.35K 1.23% 15
2025
Q4 		$3.28M Buy
9,771
+26
+0.3% +$8.65K 1.34% 15
2025
Q3 		$3.2M Buy
9,745
+960
+11% +$303K 1.43% 14
2025
Q2 		$2.67M Sell
8,785
-221
-2% -$62.2K 1.38% 14
2025
Q1 		$2.48M Buy
9,006
+4,633
+106% +$1.35M 1.52% 13
2024
Q4 		$1.27M Buy
4,373
+28
+0.6% +$8.17K 0.86% 18
2024
Q3 		$1.23M Buy
4,345
+47
+1% +$12.8K 0.86% 17
2024
Q2 		$1.15M Buy
4,298
+209
+5% +$54.1K 0.89% 17
2024
Q1 		$1.06M Buy
4,089
+48
+1% +$11.9K 0.93% 15
2023
Q4 		$959K Buy
+4,041
New +$893K 0.94% 15

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 Symmetry's VTI Position: Q2 2026 in Review

Financial Symmetry reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q2 2026, selling an estimated $4.65K and leaving 9,751 shares worth $3.61M. The position accounts for 1.2% of the portfolio, ranked #16.

Financial Symmetry first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Symmetry held 9,751 shares of Vanguard Morningstar Total Stock Market ETF worth $3.61M as of Q2 2026.
  • Financial Symmetry sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.2% of Financial Symmetry's portfolio in Q2 2026, its #16 holding.
  • Financial Symmetry first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.