Forum Private Client Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Forum Private Client 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	$267K	Buy	722 +30	+4%	+$10.7K	0.08%	72
2026 Q1	$222K	Buy	692 +6	+0.9%	+$2.01K	0.07%	77
2025 Q4	$230K	Buy	686 +34	+5%	+$11.3K	0.08%	75
2025 Q3	$214K	Sell	652 -91	-12%	-$28.7K	0.08%	79
2025 Q2	$226K	Buy	+743	New	+$209K	0.09%	76
2024 Q2	–	Sell	-797	Closed	-$207K	–	76
2024 Q1	$207K	Sell	797 -551	-41%	-$136K	0.1%	72
2023 Q4	$320K	Buy	+1,348	New	+$298K	0.17%	57
2023 Q3	–	Sell	-1,232	Closed	-$271K	–	69
2023 Q2	$271K	Buy	1,232 +142	+13%	+$29.6K	0.16%	63
2023 Q1	$222K	Sell	1,090 -69	-6%	-$13.8K	0.14%	65
2022 Q4	$222K	Hold	1,159	–	–	0.15%	64
2022 Q3	$208K	Sell	1,159 -63	-5%	-$12.6K	0.16%	63
2022 Q2	$230K	Buy	1,222 +234	+24%	+$48.1K	0.17%	60
2022 Q1	$225K	Buy	+988	New	+$222K	0.17%	58

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

Forum Private Client Group's VTI Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q2 2026, buying an estimated $10.7K and bringing the position to 722 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #72.

Forum Private Client Group first reported a position in VTI in Q1 2022 and has held it in 13 quarters since. The position peaked at $320K in Q4 2023. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Forum Private Client Group held 722 shares of Vanguard Morningstar Total Stock Market ETF worth $267K as of Q2 2026.
Forum Private Client Group bought 30 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Forum Private Client Group's portfolio in Q2 2026, its #72 holding.
Forum Private Client Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 13 quarters since.
Forum Private Client Group's Vanguard Morningstar Total Stock Market ETF position peaked at $320K in Q4 2023.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.