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

Focus Financial Network’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 Q3	$11.6M	Sell	31,013 -3,261	-10%	-$1.22M	0.35%	53
2026 Q2	$12.7M	Buy	34,274 +784	+2%	+$280K	0.39%	48
2026 Q1	$10.7M	Buy	33,490 +1,431	+4%	+$480K	0.39%	51
2025 Q4	$10.7M	Sell	32,059 -397	-1%	-$132K	0.37%	54
2025 Q3	$10.7M	Buy	32,456 +699	+2%	+$221K	0.38%	55
2025 Q2	$9.7M	Sell	31,757 -363	-1%	-$102K	0.38%	49
2025 Q1	$8.83M	Buy	32,120 +2,899	+10%	+$842K	0.36%	54
2024 Q4	$8.47M	Buy	29,221 +4	+0%	+$1.17K	0.34%	51
2024 Q3	$8.3M	Sell	29,217 -899	-3%	-$245K	0.34%	57
2024 Q2	$8.29M	Sell	30,116 -1,191	-4%	-$308K	0.35%	53
2024 Q1	$7.74M	Sell	31,307 -10,048	-24%	-$2.49M	0.38%	51
2023 Q4	$9.8M	Buy	41,355 +9,309	+29%	+$2.06M	0.37%	60
2023 Q3	$6.81M	Buy	32,046 +4,141	+15%	+$917K	0.38%	53
2023 Q2	$6.15M	Sell	27,905 -471	-2%	-$98.2K	0.34%	59
2023 Q1	$5.79M	Buy	+28,376	New	+$5.68M	0.36%	56
2021 Q4	–	Sell	-4,372	Closed	-$971K	–	450
2021 Q3	$971K	Buy	4,372 +907	+26%	+$207K	0.13%	155
2021 Q2	$772K	Buy	3,465 +128	+4%	+$27.8K	0.1%	190
2021 Q1	$690K	Sell	3,337 -28,293	-89%	-$5.72M	0.08%	202
2020 Q4	$6.16M	Sell	31,630 -1,282	-4%	-$234K	0.55%	38
2020 Q3	$5.61M	Buy	32,912 +837	+3%	+$141K	0.52%	43
2020 Q2	$5.02M	Buy	32,075 +2,380	+8%	+$351K	0.56%	42
2020 Q1	$3.83M	Buy	29,695 +2,348	+9%	+$363K	0.51%	45
2019 Q4	$4.47M	Buy	27,347 +609	+2%	+$95.4K	0.55%	41
2019 Q3	$4.04M	Buy	26,738 +1,436	+6%	+$216K	0.56%	42
2019 Q2	$3.8M	Buy	25,302 +401	+2%	+$59.1K	0.56%	40
2019 Q1	$3.6M	Buy	+24,901	New	+$3.47M	0.58%	39

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Focus Financial Network's VTI Position: Q3 2026 in Review

Focus Financial Network reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.5% in Q3 2026, selling an estimated $1.22M and leaving 31,013 shares worth $11.6M. The position accounts for 0.35% of the portfolio, ranked #53.

Focus Financial Network first reported a position in VTI in Q1 2019 and has held it in 26 quarters since. The position peaked at $12.7M in Q2 2026. 1,123 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Focus Financial Network held 31,013 shares of Vanguard Morningstar Total Stock Market ETF worth $11.6M as of Q3 2026.
Focus Financial Network sold 3,261 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.22M.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Focus Financial Network's portfolio in Q3 2026, its #53 holding.
Focus Financial Network first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 26 quarters since.
Focus Financial Network's Vanguard Morningstar Total Stock Market ETF position peaked at $12.7M in Q2 2026.
1,123 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.