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Goldstone Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Goldstone Financial Group’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 		$18.8M Sell
50,866
-7,342
-13% -$2.63M 1.72% 15
2026
Q1 		$18.7M Sell
58,208
-943
-2% -$316K 2.02% 8
2025
Q4 		$19.8M Buy
59,151
+1,353
+2% +$450K 2.21% 8
2025
Q3 		$19M Buy
57,798
+1,566
+3% +$495K 2.24% 8
2025
Q2 		$17.3M Sell
56,232
-3,243
-5% -$912K 2.29% 8
2025
Q1 		$16.3M Buy
59,475
+2,710
+5% +$787K 2.47% 7
2024
Q4 		$16.5M Buy
56,765
+2,365
+4% +$690K 2.58% 7
2024
Q3 		$15.4M Buy
54,400
+3,325
+7% +$907K 2.68% 6
2024
Q2 		$13.7M Buy
51,075
+63
+0.1% +$16.3K 2.74% 7
2024
Q1 		$13.3M Buy
51,012
+2,374
+5% +$587K 3.04% 6
2023
Q4 		$11.5M Buy
48,638
+2,889
+6% +$639K 2.98% 7
2023
Q3 		$9.72M Sell
45,749
-3,195
-7% -$707K 2.88% 8
2023
Q2 		$10.8M Sell
48,944
-1,788
-4% -$373K 3.17% 6
2023
Q1 		$10.4M Buy
+50,732
New +$10.2M 3.41% 5

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

Goldstone Financial Group's VTI Position: Q2 2026 in Review

Goldstone Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, selling an estimated $2.63M and leaving 50,866 shares worth $18.8M. The position accounts for 1.72% of the portfolio, ranked #15.

Goldstone Financial Group first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.8M in Q4 2025. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Goldstone Financial Group held 50,866 shares of Vanguard Morningstar Total Stock Market ETF worth $18.8M as of Q2 2026.
  • Goldstone Financial Group sold 7,342 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.63M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.72% of Goldstone Financial Group's portfolio in Q2 2026, its #15 holding.
  • Goldstone Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $19.8M in Q4 2025.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.