Foster Victor Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Foster Victor Wealth 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	$3.11M	Buy	8,388 +278	+3%	+$99.4K	0.16%	116
2026 Q1	$2.78M	Buy	8,110 +6	+0.1%	+$2.01K	0.16%	111
2025 Q4	$2.77M	Sell	8,104 -403	-5%	-$134K	0.16%	111
2025 Q3	$2.81M	Buy	8,507 +447	+6%	+$141K	0.17%	105
2025 Q2	$2.48M	Buy	8,060 +19	+0.2%	+$5.34K	0.17%	105
2025 Q1	$2.1M	Buy	8,041 +6,802	+549%	+$1.98M	0.17%	100
2024 Q4	$367K	Buy	1,239 +103	+9%	+$30.1K	0.03%	144
2024 Q3	$323K	Buy	+1,136	New	+$310K	0.03%	151

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

Foster Victor Wealth Advisors's VTI Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q2 2026, buying an estimated $99.4K and bringing the position to 8,388 shares worth $3.11M. The position accounts for 0.16% of the portfolio, ranked #116.

Foster Victor Wealth Advisors first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Foster Victor Wealth Advisors held 8,388 shares of Vanguard Morningstar Total Stock Market ETF worth $3.11M as of Q2 2026.
Foster Victor Wealth Advisors bought 278 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $99.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Foster Victor Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.