Fortis Group Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fortis Group 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	$3.14M	Buy	8,481 +563	+7%	+$201K	0.5%	57
2026 Q1	$2.79M	Buy	7,918 +7,556	+2,087%	+$2.54M	0.46%	59
2025 Q4	$121K	Sell	362 -27	-7%	-$8.98K	0.02%	279
2025 Q3	$128K	Hold	389	–	–	0.02%	234
2025 Q2	$118K	Hold	389	–	–	0.02%	222
2025 Q1	$107K	Hold	389	–	–	0.02%	195
2024 Q4	$113K	Hold	389	–	–	0.02%	194
2024 Q3	$110K	Hold	389	–	–	0.02%	184
2024 Q2	$104K	Hold	389	–	–	0.02%	184
2024 Q1	$101K	Sell	389 -389	-50%	-$96.2K	0.02%	204
2023 Q4	$185K	Buy	778 +389	+100%	+$86K	0.05%	127
2023 Q3	$82.6K	Buy	+389	New	+$86.1K	0.03%	130
2020 Q3	$66K	Buy	+389	New	+$65.4K	0.01%	204

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

Fortis Group Advisors's VTI Position: Q2 2026 in Review

Fortis Group Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.1% in Q2 2026, buying an estimated $201K and bringing the position to 8,481 shares worth $3.14M. The position accounts for 0.5% of the portfolio, ranked #57.

Fortis Group Advisors first reported a position in VTI in Q3 2020 and has held it in 13 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fortis Group Advisors held 8,481 shares of Vanguard Morningstar Total Stock Market ETF worth $3.14M as of Q2 2026.
Fortis Group Advisors bought 563 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $201K.
Vanguard Morningstar Total Stock Market ETF made up 0.5% of Fortis Group Advisors's portfolio in Q2 2026, its #57 holding.
Fortis Group Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 13 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.