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

Guardian Financial Partners’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	$1.17M	Buy	3,153 +264	+9%	+$94.4K	0.45%	34
2026 Q1	$927K	Buy	2,889 +3	+0.1%	+$1.01K	0.39%	39
2025 Q4	$967K	Buy	2,886 +1,775	+160%	+$590K	0.41%	39
2025 Q3	$365K	Sell	1,111 -28	-2%	-$8.85K	0.15%	54
2025 Q2	$346K	Buy	1,139 +92	+9%	+$25.9K	0.16%	53
2025 Q1	$288K	Sell	1,047 -80	-7%	-$23.2K	0.14%	52
2024 Q4	$327K	Buy	1,127 +7	+0.6%	+$2.04K	0.19%	44
2024 Q3	$317K	Buy	1,120 +6	+0.5%	+$1.64K	0.2%	41
2024 Q2	$298K	Hold	1,114	–	–	0.2%	40
2024 Q1	$290K	Buy	1,114 +4	+0.4%	+$990	0.2%	39
2023 Q4	$263K	Hold	1,110	–	–	0.22%	40
2023 Q3	$236K	Buy	+1,110	New	+$246K	0.22%	40
2023 Q2	–	Sell	-1,110	Closed	-$227K	–	41
2023 Q1	$227K	Hold	1,110	–	–	0.23%	39
2022 Q4	$212K	Buy	+1,110	New	+$214K	0.23%	38
2022 Q3	–	Sell	-1,110	Closed	-$209K	–	39
2022 Q2	$209K	Hold	1,110	–	–	0.23%	36
2022 Q1	$238K	Hold	1,110	–	–	0.25%	32
2021 Q4	$268K	Buy	+1,110	New	+$262K	0.26%	30

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

Guardian Financial Partners's VTI Position: Q2 2026 in Review

Guardian Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.1% in Q2 2026, buying an estimated $94.4K and bringing the position to 3,153 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #34.

Guardian Financial Partners first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Guardian Financial Partners held 3,153 shares of Vanguard Morningstar Total Stock Market ETF worth $1.17M as of Q2 2026.
Guardian Financial Partners bought 264 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $94.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Guardian Financial Partners's portfolio in Q2 2026, its #34 holding.
Guardian Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.