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

IFG 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 		$50.2M Buy
135,721
+135,692
+467,903% +$48.5M 1.76% 4
2026
Q1 		$9.3K Sell
29
-150,413
-100% -$50.5M 0.03% 258
2025
Q4 		$50.4M Buy
150,442
+4,421
+3% +$1.47M 2.2% 3
2025
Q3 		$47.9M Sell
146,021
-10,029
-6% -$3.17M 2.18% 3
2025
Q2 		$47.4M Sell
156,050
-2,432
-2% -$684K 2.38% 3
2025
Q1 		$43.6M Sell
158,482
-6,666
-4% -$1.94M 2.41% 1
2024
Q4 		$47.9M Buy
165,148
+1,866
+1% +$544K 2.71% 1
2024
Q3 		$46.2M Buy
163,282
+1,585
+1% +$432K 2.94% 1
2024
Q2 		$43.3M Buy
161,697
+7,532
+5% +$1.95M 2.78% 2
2024
Q1 		$40.1M Buy
154,165
+1,801
+1% +$446K 2.99% 2
2023
Q4 		$36.1M Sell
152,364
-705
-0.5% -$156K 2.65% 2
2023
Q3 		$32.5M Sell
153,069
-105
-0.1% -$23.2K 2.74% 2
2023
Q2 		$33.7M Buy
153,174
+58,238
+61% +$12.1M 2.99% 2
2023
Q1 		$19.4M Buy
94,936
+622
+0.7% +$125K 1.81% 11
2022
Q4 		$18M Buy
94,314
+6,350
+7% +$1.22M 1.8% 11
2022
Q3 		$15.8M Sell
87,964
-6,894
-7% -$1.37M 1.44% 13
2022
Q2 		$17.9M Sell
94,858
-1,549
-2% -$318K 1.9% 11
2022
Q1 		$21.9M Buy
96,407
+9,070
+10% +$2.04M 2.21% 8
2021
Q4 		$21.1M Buy
87,337
+4,253
+5% +$1M 2.05% 9
2021
Q3 		$18.4M Buy
83,084
+885
+1% +$202K 1.99% 9
2021
Q2 		$18.3M Sell
82,199
-417
-0.5% -$90.5K 2.04% 9
2021
Q1 		$17.1M Sell
82,616
-1,918
-2% -$388K 2.13% 8
2020
Q4 		$16.5M Buy
84,534
+2,339
+3% +$428K 2.28% 8
2020
Q3 		$14M Sell
82,195
-7,936
-9% -$1.33M 2.27% 8
2020
Q2 		$14.1M Buy
90,131
+5,265
+6% +$776K 2.54% 6
2020
Q1 		$10.9M Buy
84,866
+9,373
+12% +$1.45M 2.44% 5
2019
Q4 		$12.4M Buy
75,493
+5,337
+8% +$836K 2.25% 5
2019
Q3 		$10.6M Buy
+70,156
New +$10.6M 2.05% 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

IFG Advisory's VTI Position: Q2 2026 in Review

IFG Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 467,903% in Q2 2026, buying an estimated $48.5M and bringing the position to 135,721 shares worth $50.2M. The position accounts for 1.76% of the portfolio, ranked #4.

IFG Advisory first reported a position in VTI in Q3 2019 and has held it in 28 quarters since. The position peaked at $50.4M in Q4 2025. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IFG Advisory held 135,721 shares of Vanguard Morningstar Total Stock Market ETF worth $50.2M as of Q2 2026.
  • IFG Advisory bought 135,692 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $48.5M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.76% of IFG Advisory's portfolio in Q2 2026, its #4 holding.
  • IFG Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
  • IFG Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $50.4M in Q4 2025.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.