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

FSM 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 		$41.2M Buy
111,306
+7,524
+7% +$2.69M 4.39% 4
2026
Q1 		$33.3M Buy
103,782
+9,034
+10% +$3.03M 4.28% 4
2025
Q4 		$31.8M Buy
94,748
+3,727
+4% +$1.24M 4.34% 4
2025
Q3 		$29.9M Buy
91,021
+4,938
+6% +$1.56M 4.23% 5
2025
Q2 		$26.3M Buy
86,083
+14,087
+20% +$3.96M 4.28% 5
2025
Q1 		$19.8M Buy
71,996
+2,960
+4% +$860K 4.45% 5
2024
Q4 		$20.3M Buy
69,036
+5,818
+9% +$1.7M 4.96% 4
2024
Q3 		$17.9M Buy
63,218
+5,496
+10% +$1.5M 4.75% 4
2024
Q2 		$15.4M Buy
57,722
+1,390
+2% +$360K 5.18% 2
2024
Q1 		$14.6M Buy
56,332
+8,855
+19% +$2.19M 5.2% 2
2023
Q4 		$11.3M Sell
47,477
-2,359
-5% -$522K 4.79% 3
2023
Q3 		$10.6M Sell
49,836
-2,191
-4% -$485K 5.33% 1
2023
Q2 		$11.5M Buy
52,027
+4,175
+9% +$871K 5.76% 1
2023
Q1 		$9.77M Buy
47,852
+2,024
+4% +$405K 5.67% 1
2022
Q4 		$8.76M Buy
45,828
+1,849
+4% +$356K 6.23% 1
2022
Q3 		$7.89M Buy
43,979
+18,547
+73% +$3.7M 6.56% 1
2022
Q2 		$5.29M Buy
+25,432
New +$5.23M 5.23% 1

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

FSM Wealth Advisors's VTI Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.2% in Q2 2026, buying an estimated $2.69M and bringing the position to 111,306 shares worth $41.2M. The position accounts for 4.39% of the portfolio, ranked #4.

FSM Wealth Advisors first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 2,205 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • FSM Wealth Advisors held 111,306 shares of Vanguard Morningstar Total Stock Market ETF worth $41.2M as of Q2 2026.
  • FSM Wealth Advisors bought 7,524 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.69M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.39% of FSM Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • FSM Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.