Global Financial Private Client’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Global Financial Private Client’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	$1.57M	Buy	4,250 +121	+3%	+$43.3K	0.43%	67
2026 Q1	$1.32M	Hold	4,129	–	–	0.43%	66
2025 Q4	$1.38M	Hold	4,129	–	–	0.49%	59
2025 Q3	$1.36M	Sell	4,129 -15	-0.4%	-$4.74K	0.48%	58
2025 Q2	$1.26M	Hold	4,144	–	–	0.47%	59
2025 Q1	$1.14M	Hold	4,144	–	–	0.44%	58
2024 Q4	$1.2M	Buy	4,144 +3,605	+669%	+$1.05M	0.45%	59
2024 Q3	$153K	Hold	539	–	–	0.06%	216
2024 Q2	$144K	Hold	539	–	–	0.06%	204
2024 Q1	$140K	Sell	539 -100	-16%	-$24.7K	0.06%	205
2023 Q4	$152K	Hold	639	–	–	0.07%	189
2023 Q3	$136K	Hold	639	–	–	0.07%	187
2023 Q2	$141K	Buy	639 +15	+2%	+$3.13K	0.07%	193
2023 Q1	$128K	Hold	624	–	–	0.07%	185
2022 Q4	$119K	Hold	624	–	–	0.07%	181
2022 Q3	$115K	Hold	624	–	–	0.07%	186
2022 Q2	$119K	Hold	624	–	–	0.07%	173
2022 Q1	$143K	Hold	624	–	–	0.07%	166
2021 Q4	$151K	Buy	624 +200	+47%	+$47.2K	0.07%	162
2021 Q3	$95.5K	Hold	424	–	–	0.05%	189
2021 Q2	$95K	Hold	424	–	–	0.05%	184
2021 Q1	$88.7K	Hold	424	–	–	0.06%	162
2020 Q4	$82.5K	Sell	424 -27	-6%	-$4.93K	0.07%	151
2020 Q3	$77.5K	Sell	451 -26	-5%	-$4.37K	0.07%	152
2020 Q2	$75.1K	Buy	477 +65	+16%	+$9.59K	0.07%	165
2020 Q1	$50.7K	Hold	412	–	–	0.05%	208
2019 Q4	$67.4K	Buy	+412	New	+$64.6K	0.06%	204

Other funds holding VTI

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Global Financial Private Client's VTI Position: Q2 2026 in Review

Global Financial Private Client increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, buying an estimated $43.3K and bringing the position to 4,250 shares worth $1.57M. The position accounts for 0.43% of the portfolio, ranked #67.

Global Financial Private Client first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Global Financial Private Client held 4,250 shares of Vanguard Morningstar Total Stock Market ETF worth $1.57M as of Q2 2026.
Global Financial Private Client bought 121 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $43.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.43% of Global Financial Private Client's portfolio in Q2 2026, its #67 holding.
Global Financial Private Client first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.