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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.9M Buy
37,633
+159
+0.4% +$56.9K 7.03% 3
2026
Q1
$12M Sell
37,474
-321
-0.8% -$108K 6.66% 3
2025
Q4
$12.7M Sell
37,795
-1,206
-3% -$401K 7.5% 3
2025
Q3
$12.8M Buy
39,001
+5,392
+16% +$1.7M 7.86% 2
2025
Q2
$10.2M Buy
33,609
+912
+3% +$257K 7.21% 3
2025
Q1
$8.99M Buy
32,697
+530
+2% +$154K 6.93% 3
2024
Q4
$9.35M Buy
32,167
+215
+0.7% +$62.7K 7.42% 3
2024
Q3
$9.05M Sell
31,952
-2,054
-6% -$560K 7.03% 3
2024
Q2
$9.1M Sell
34,006
-1,515
-4% -$392K 7.22% 3
2024
Q1
$9.23M Sell
35,521
-12,530
-26% -$3.1M 7.57% 3
2023
Q4
$11.4M Buy
+48,051
New +$10.6M 9.89% 2

Other funds holding VTI

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

Frazier Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.42% in Q2 2026, buying an estimated $56.9K and bringing the position to 37,633 shares worth $13.9M. The position accounts for 7.03% of the portfolio, ranked #3.

Frazier Financial Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Frazier Financial Advisors held 37,633 shares of Vanguard Morningstar Total Stock Market ETF worth $13.9M as of Q2 2026.
  • Frazier Financial Advisors bought 159 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $56.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.03% of Frazier Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Frazier Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.