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

Flagstone Financial Management’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 		$765K Sell
2,068
-20
-1% -$7.15K 0.17% 34
2026
Q1 		$670K Hold
2,088
– – 0.17% 36
2025
Q4 		$700K Buy
2,088
+1
+0% +$333 0.18% 36
2025
Q3 		$685K Buy
2,087
+22
+1% +$6.95K 0.18% 36
2025
Q2 		$628K Sell
2,065
-709
-26% -$199K 0.18% 34
2025
Q1 		$762K Buy
2,774
+72
+3% +$20.9K 0.25% 28
2024
Q4 		$783K Buy
2,702
+1,112
+70% +$324K 0.26% 26
2024
Q3 		$450K Buy
1,590
+109
+7% +$29.7K 0.15% 36
2024
Q2 		$396K Buy
1,481
+16
+1% +$4.14K 0.15% 36
2024
Q1 		$381K Buy
1,465
+27
+2% +$6.68K 0.15% 35
2023
Q4 		$341K Buy
+1,438
New +$318K 0.14% 36

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

Flagstone Financial Management's VTI Position: Q2 2026 in Review

Flagstone Financial Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.96% in Q2 2026, selling an estimated $7.15K and leaving 2,068 shares worth $765K. The position accounts for 0.17% of the portfolio, ranked #34.

Flagstone Financial Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $783K in Q4 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Flagstone Financial Management held 2,068 shares of Vanguard Morningstar Total Stock Market ETF worth $765K as of Q2 2026.
  • Flagstone Financial Management sold 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Flagstone Financial Management's portfolio in Q2 2026, its #34 holding.
  • Flagstone Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Flagstone Financial Management's Vanguard Morningstar Total Stock Market ETF position peaked at $783K in Q4 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.