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 Q2	$1.49M	Sell	4,025 -25	-0.6%	-$8.94K	0.37%	42
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fischer Financial Services's VTI Position: Q2 2026 in Review

Fischer Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.62% in Q2 2026, selling an estimated $8.94K and leaving 4,025 shares worth $1.49M. The position accounts for 0.37% of the portfolio, ranked #42.

Fischer Financial Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fischer Financial Services held 4,025 shares of Vanguard Morningstar Total Stock Market ETF worth $1.49M as of Q2 2026.
Fischer Financial Services sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
Vanguard Morningstar Total Stock Market ETF made up 0.37% of Fischer Financial Services's portfolio in Q2 2026, its #42 holding.
Fischer Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.