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High Net Worth Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

High Net Worth Advisory 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 		$5.82M Buy
15,720
+161
+1% +$57.6K 1.24% 15
2026
Q1 		$4.99M Sell
15,559
-332
-2% -$111K 1.16% 19
2025
Q4 		$5.33M Buy
15,891
+817
+5% +$272K 1.23% 17
2025
Q3 		$4.95M Buy
15,074
+2,250
+18% +$711K 1.19% 18
2025
Q2 		$3.9M Buy
12,824
+1,364
+12% +$384K 1.03% 23
2025
Q1 		$3.15M Buy
11,460
+514
+5% +$149K 0.89% 30
2024
Q4 		$3.18M Buy
10,946
+875
+9% +$255K 0.89% 28
2024
Q3 		$2.85M Buy
10,071
+1,771
+21% +$483K 0.78% 33
2024
Q2 		$2.22M Buy
8,300
+942
+13% +$244K 0.67% 36
2024
Q1 		$1.91M Buy
7,358
+2,666
+57% +$660K 0.6% 40
2023
Q4 		$1.12M Buy
4,692
+1,817
+63% +$402K 0.41% 59
2023
Q3 		$612K Buy
2,875
+77
+3% +$17K 0.25% 94
2023
Q2 		$617K Buy
2,798
+494
+21% +$103K 0.24% 95
2023
Q1 		$471K Buy
2,304
+69
+3% +$13.8K 0.19% 110
2022
Q4 		$427K Buy
2,235
+15
+0.7% +$2.89K 0.17% 116
2022
Q3 		$398K Sell
2,220
-713
-24% -$142K 0.17% 121
2022
Q2 		$553K Buy
2,933
+968
+49% +$199K 0.23% 96
2022
Q1 		$447K Buy
1,965
+488
+33% +$110K 0.16% 116
2021
Q4 		$357K Buy
+1,477
New +$349K 0.12% 139

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

High Net Worth Advisory Group's VTI Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, buying an estimated $57.6K and bringing the position to 15,720 shares worth $5.82M. The position accounts for 1.24% of the portfolio, ranked #15.

High Net Worth Advisory Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • High Net Worth Advisory Group held 15,720 shares of Vanguard Morningstar Total Stock Market ETF worth $5.82M as of Q2 2026.
  • High Net Worth Advisory Group bought 161 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $57.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.24% of High Net Worth Advisory Group's portfolio in Q2 2026, its #15 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.