Fortem Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fortem Financial Group’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	$349K	Buy	943 +34	+4%	+$12.2K	0.07%	144
2026 Q1	$292K	Sell	909 -90	-9%	-$30.2K	0.07%	148
2025 Q4	$335K	Sell	999 -55	-5%	-$18.3K	0.09%	137
2025 Q3	$346K	Buy	1,054 +7	+0.7%	+$2.21K	0.1%	127
2025 Q2	$318K	Sell	1,047 -337	-24%	-$94.8K	0.1%	130
2025 Q1	$380K	Hold	1,384	–	–	0.15%	138
2024 Q4	$401K	Buy	1,384 +7	+0.5%	+$2.04K	0.16%	129
2024 Q3	$390K	Buy	1,377 +326	+31%	+$88.9K	0.16%	131
2024 Q2	$281K	Buy	+1,051	New	+$272K	0.12%	141

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

Fortem Financial Group's VTI Position: Q2 2026 in Review

Fortem Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 943 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #144.

Fortem Financial Group first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $401K in Q4 2024. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fortem Financial Group held 943 shares of Vanguard Morningstar Total Stock Market ETF worth $349K as of Q2 2026.
Fortem Financial Group bought 34 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Fortem Financial Group's portfolio in Q2 2026, its #144 holding.
Fortem Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Fortem Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $401K in Q4 2024.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.