Fortitude Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fortitude Advisory 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	$1.55M	Buy	4,197 +701	+20%	+$251K	0.59%	35
2026 Q1	$1.12M	Sell	3,496 -368	-10%	-$123K	0.5%	39
2025 Q4	$1.3M	Buy	3,864 +793	+26%	+$264K	0.55%	32
2025 Q3	$1.01M	Buy	3,071 +356	+13%	+$112K	0.54%	32
2025 Q2	$825K	Buy	2,715 +986	+57%	+$277K	0.47%	42
2025 Q1	$447K	Sell	1,729 -47	-3%	-$13.7K	0.32%	64
2024 Q4	$515K	Sell	1,776 -296	-14%	-$86.4K	0.31%	62
2024 Q3	$587K	Buy	2,072 +67	+3%	+$18.3K	0.37%	57
2024 Q2	$536K	Buy	2,005 +385	+24%	+$99.6K	0.32%	62
2024 Q1	$421K	Sell	1,620 -293	-15%	-$72.5K	0.24%	94
2023 Q4	$454K	Sell	1,913 -1,598	-46%	-$353K	0.28%	80
2023 Q3	$746K	Buy	3,511 +1,719	+96%	+$380K	0.5%	41
2023 Q2	$395K	Buy	+1,792	New	+$374K	0.29%	88
2022 Q2	–	Sell	-497	Closed	-$113K	–	1278
2022 Q1	$113K	Hold	497	–	–	0.06%	324
2021 Q4	$120K	Buy	+497	New	+$117K	0.06%	309

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

Fortitude Advisory Group's VTI Position: Q2 2026 in Review

Fortitude Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, buying an estimated $251K and bringing the position to 4,197 shares worth $1.55M. The position accounts for 0.59% of the portfolio, ranked #35.

Fortitude Advisory Group first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fortitude Advisory Group held 4,197 shares of Vanguard Morningstar Total Stock Market ETF worth $1.55M as of Q2 2026.
Fortitude Advisory Group bought 701 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $251K.
Vanguard Morningstar Total Stock Market ETF made up 0.59% of Fortitude Advisory Group's portfolio in Q2 2026, its #35 holding.
Fortitude Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.