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Flagship Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Flagship Wealth Advisors’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 		$85.8K Buy
232
+45
+24% +$16.1K 0.02% 219
2026
Q1 		$56.8K Sell
187
-45
-19% -$15.1K 0.02% 187
2025
Q4 		$77.8K Hold
232
– – 0.02% 184
2025
Q3 		$76.1K Buy
232
+45
+24% +$14.2K 0.03% 185
2025
Q2 		$56.8K Hold
187
– – 0.02% 202
2025
Q1 		$51.4K Hold
187
– – 0.02% 200
2024
Q4 		$54.2K Buy
+187
New +$54.6K 0.03% 184

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Flagship Wealth Advisors's VTI Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q2 2026, buying an estimated $16.1K and bringing the position to 232 shares worth $85.8K. The position accounts for 0.02% of the portfolio, ranked #219.

Flagship Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Flagship Wealth Advisors held 232 shares of Vanguard Morningstar Total Stock Market ETF worth $85.8K as of Q2 2026.
  • Flagship Wealth Advisors bought 45 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • Flagship Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.