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Gallagher Fiduciary Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gallagher Fiduciary 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 		$178M Sell
481,191
-152,575,350
-100% -$54.6B 5.86% 4
2026
Q1 		$1.92M Buy
153,056,541
+152,574,878
+31,677% +$51.2B 0.07% 46
2025
Q4 		$161M Buy
481,663
+471,279
+4,539% +$157M 5.23% 4
2025
Q3 		$3.41M Sell
10,384
-150,320,330
-100% -$47.5B 0.13% 43
2025
Q2 		$1.86M Buy
150,330,714
+149,842,394
+30,685% +$42.1B 0.07% 48
2025
Q1 		$134M Buy
488,320
+485,781
+19,133% +$141M 4.41% 4
2024
Q4 		$736K Buy
2,539
+752
+42% +$219K 0.14% 100
2024
Q3 		$506K Sell
1,787
-193
-10% -$52.6K 0.1% 115
2024
Q2 		$530K Sell
1,980
-115
-5% -$29.8K 0.12% 100
2024
Q1 		$545K Sell
2,095
-56
-3% -$13.9K 0.02% 104
2023
Q4 		$510K Sell
2,151
-306
-12% -$67.6K 0.02% 105
2023
Q3 		$522K Sell
2,457
-71
-3% -$15.7K 0.05% 95
2023
Q2 		$557K Sell
2,528
-3
-0.1% -$626 0.04% 117
2023
Q1 		$516K Buy
+2,531
New +$507K 0.04% 117

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gallagher Fiduciary Advisors's VTI Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 100% in Q2 2026, selling an estimated $54.6B and leaving 481,191 shares worth $178M. The position accounts for 5.86% of the portfolio, ranked #4.

Gallagher Fiduciary Advisors first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gallagher Fiduciary Advisors held 481,191 shares of Vanguard Morningstar Total Stock Market ETF worth $178M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 152,575,350 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $54.6B.
  • Vanguard Morningstar Total Stock Market ETF made up 5.86% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #4 holding.
  • Gallagher Fiduciary Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.