FFS
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Fischer Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fischer Financial Services’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 		$1.3M Hold
4,050
– – 0.44% 40
2025
Q4 		$1.36M Sell
4,050
-119
-3% -$39.6K 0.36% 46
2025
Q3 		$1.37M Hold
4,169
– – 0.37% 46
2025
Q2 		$1.27M Buy
4,169
+69
+2% +$19.4K 0.37% 42
2025
Q1 		$1.13M Buy
4,100
+100
+3% +$29.1K 0.36% 45
2024
Q4 		$1.16M Buy
+4,000
New +$1.17M 0.37% 45

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

Fischer Financial Services's VTI Position: Q1 2026 in Review

Fischer Financial Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 4,050 shares worth $1.3M. The position accounts for 0.44% of the portfolio, ranked #40.

Fischer Financial Services first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2025. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Fischer Financial Services held 4,050 shares of Vanguard Morningstar Total Stock Market ETF worth $1.3M as of Q1 2026.
  • Fischer Financial Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.44% of Fischer Financial Services's portfolio in Q1 2026, its #40 holding.
  • Fischer Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Fischer Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.37M in Q3 2025.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.