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 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	$9.68M	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	$9.81M	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

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

Focus Financial Network's VTI Position: Q2 2026 in Review

Focus Financial Network increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, buying an estimated $280K and bringing the position to 34,274 shares worth $12.7M. The position accounts for 0.39% of the portfolio, ranked #48.

Focus Financial Network first reported a position in VTI in Q1 2019 and has held it in 25 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Focus Financial Network held 34,274 shares of Vanguard Morningstar Total Stock Market ETF worth $12.7M as of Q2 2026.
Focus Financial Network bought 784 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $280K.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Focus Financial Network's portfolio in Q2 2026, its #48 holding.
Focus Financial Network first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 25 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.