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GoalVest Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

GoalVest Advisory’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 		$13.4M Sell
36,198
-1,041
-3% -$372K 2.48% 8
2026
Q1 		$11.9M Sell
37,239
-2,874
-7% -$964K 2.33% 7
2025
Q4 		$13.4M Sell
40,113
-36
-0.1% -$12K 2.58% 6
2025
Q3 		$13.2M Sell
40,149
-1,342
-3% -$424K 2.79% 4
2025
Q2 		$12.6M Sell
41,491
-1,637
-4% -$460K 3.12% 4
2025
Q1 		$11.9M Sell
43,128
-3,405
-7% -$989K 3.26% 4
2024
Q4 		$13.5M Sell
46,533
-2,057
-4% -$600K 3.7% 4
2024
Q3 		$13.8M Sell
48,590
-4,041
-8% -$1.1M 3.96% 3
2024
Q2 		$14.1M Sell
52,631
-2,467
-4% -$639K 4.5% 3
2024
Q1 		$14.3M Sell
55,098
-722
-1% -$179K 4.78% 3
2023
Q4 		$13.2M Sell
55,820
-988
-2% -$218K 5.82% 3
2023
Q3 		$12.1M Sell
56,808
-561
-1% -$124K 6.05% 3
2023
Q2 		$12.6M Buy
57,369
+198
+0.3% +$41.3K 6.52% 2
2023
Q1 		$11.7M Sell
57,171
-5,655
-9% -$1.13M 6.84% 2
2022
Q4 		$12M Buy
62,826
+61,716
+5,560% +$11.9M 7.75% 2
2022
Q3 		$199K Buy
1,110
+319
+40% +$63.6K 0.14% 75
2022
Q2 		$151K Buy
791
+275
+53% +$56.5K 0.1% 118
2022
Q1 		$117K Buy
+516
New +$116K 0.07% 122
2021
Q2 		$97K Buy
435
+401
+1,179% +$87K 0.06% 131
2021
Q1 		$7K Hold
34
– – 0.01% 167
2020
Q4 		$7K Buy
+34
New +$6.21K 0.01% 177

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

GoalVest Advisory's VTI Position: Q2 2026 in Review

GoalVest Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, selling an estimated $372K and leaving 36,198 shares worth $13.4M. The position accounts for 2.48% of the portfolio, ranked #8.

GoalVest Advisory first reported a position in VTI in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.3M in Q1 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • GoalVest Advisory held 36,198 shares of Vanguard Morningstar Total Stock Market ETF worth $13.4M as of Q2 2026.
  • GoalVest Advisory sold 1,041 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $372K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.48% of GoalVest Advisory's portfolio in Q2 2026, its #8 holding.
  • GoalVest Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $14.3M in Q1 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.