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

Goodman Financial’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	$434K	Buy	1,172 +2	+0.2%	+$715	0.07%	62
2026 Q1	$375K	Buy	1,170 +2	+0.2%	+$671	0.06%	65
2025 Q4	$392K	Buy	1,168 +3	+0.3%	+$998	0.07%	55
2025 Q3	$382K	Buy	1,165 +2	+0.2%	+$632	0.07%	52
2025 Q2	$354K	Buy	+1,163	New	+$327K	0.07%	54
2025 Q1	–	Sell	-695	Closed	-$202K	–	79
2024 Q4	$202K	Buy	+695	New	+$203K	0.04%	67
2023 Q3	–	Sell	-910	Closed	-$200K	–	48
2023 Q2	$200K	Buy	+910	New	+$190K	0.06%	45
2018 Q1	–	Sell	-1,259	Closed	-$173K	–	130
2017 Q4	$173K	Buy	+1,259	New	+$168K	0.08%	53

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

Goodman Financial's VTI Position: Q2 2026 in Review

Goodman Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, buying an estimated $715 and bringing the position to 1,172 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #62.

Goodman Financial first reported a position in VTI in Q4 2017 and has held it in 8 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Goodman Financial held 1,172 shares of Vanguard Morningstar Total Stock Market ETF worth $434K as of Q2 2026.
Goodman Financial bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Goodman Financial's portfolio in Q2 2026, its #62 holding.
Goodman Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 8 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.