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Forum Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Forum Financial Management’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 		$8.83M Sell
23,866
-33,751
-59% -$12.1M 0.11% 38
2026
Q1 		$18.5M Sell
57,617
-440
-0.8% -$148K 0.26% 23
2025
Q4 		$19.5M Buy
58,057
+36,626
+171% +$12.2M 0.25% 28
2025
Q3 		$7.03M Buy
21,431
+119
+0.6% +$37.6K 0.1% 46
2025
Q2 		$6.48M Buy
21,312
+759
+4% +$213K 0.1% 46
2025
Q1 		$5.65M Sell
20,553
-726
-3% -$211K 0.09% 47
2024
Q4 		$6.17M Buy
21,279
+1,885
+10% +$550K 0.1% 47
2024
Q3 		$5.49M Buy
19,394
+1,519
+8% +$414K 0.09% 46
2024
Q2 		$4.78M Sell
17,875
-1,269
-7% -$328K 0.09% 47
2024
Q1 		$4.98M Sell
19,144
-606
-3% -$150K 0.09% 53
2023
Q4 		$4.69M Buy
19,750
+1,495
+8% +$331K 0.09% 48
2023
Q3 		$3.88M Buy
18,255
+1,098
+6% +$243K 0.09% 48
2023
Q2 		$3.78M Buy
17,157
+4,266
+33% +$890K 0.08% 47
2023
Q1 		$2.63M Sell
12,891
-686
-5% -$137K 0.08% 62
2022
Q4 		$2.6M Buy
13,577
+960
+8% +$185K 0.09% 58
2022
Q3 		$2.26M Sell
12,617
-1,284
-9% -$256K 0.11% 56
2022
Q2 		$2.62M Buy
13,901
+2,999
+28% +$616K 0.13% 48
2022
Q1 		$2.48M Buy
10,902
+237
+2% +$53.3K 0.12% 48
2021
Q4 		$2.58M Buy
+10,665
New +$2.52M 0.13% 51

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Financial Management's VTI Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 59% in Q2 2026, selling an estimated $12.1M and leaving 23,866 shares worth $8.83M. The position accounts for 0.11% of the portfolio, ranked #38.

Forum Financial Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.5M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Forum Financial Management held 23,866 shares of Vanguard Morningstar Total Stock Market ETF worth $8.83M as of Q2 2026.
  • Forum Financial Management sold 33,751 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.1M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Forum Financial Management's portfolio in Q2 2026, its #38 holding.
  • Forum Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Vanguard Morningstar Total Stock Market ETF position peaked at $19.5M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.