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Fortune Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fortune Financial 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 		– Sell
-673
Closed -$216K – 165
2026
Q1 		$216K Buy
+673
New +$226K 0.11% 145

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Fortune Financial Advisors's VTI Position: Q2 2026 in Review

Fortune Financial Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 673 shares — an estimated $216K sold.

Fortune Financial Advisors first reported a position in VTI in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fortune Financial Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Fortune Financial Advisors sold 673 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $216K.
  • Fortune Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Fortune Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $216K in Q1 2026.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.