FWG Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

FWG Investments’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	$1.63M	Buy	4,397 +1,337	+44%	+$478K	0.86%	35
2026 Q1	$982K	Buy	3,060 +1,098	+56%	+$368K	0.62%	47
2025 Q4	$658K	Buy	1,962 +189	+11%	+$62.9K	0.42%	60
2025 Q3	$582K	Buy	1,773 +672	+61%	+$212K	0.4%	61
2025 Q2	$335K	Buy	+1,101	New	+$310K	0.25%	77
2025 Q1	–	Sell	-1,009	Closed	-$292K	–	121
2024 Q4	$292K	Buy	1,009 +150	+17%	+$43.8K	0.23%	99
2024 Q3	$243K	Buy	+859	New	+$234K	0.21%	105

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

FWG Investments's VTI Position: Q2 2026 in Review

FWG Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 44% in Q2 2026, buying an estimated $478K and bringing the position to 4,397 shares worth $1.63M. The position accounts for 0.86% of the portfolio, ranked #35.

FWG Investments first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

FWG Investments held 4,397 shares of Vanguard Morningstar Total Stock Market ETF worth $1.63M as of Q2 2026.
FWG Investments bought 1,337 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $478K.
Vanguard Morningstar Total Stock Market ETF made up 0.86% of FWG Investments's portfolio in Q2 2026, its #35 holding.
FWG Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.