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

Independent 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 		$53.9M Buy
145,608
+6,076
+4% +$2.17M 1.01% 10
2026
Q1 		$44.8M Sell
139,532
-241
-0.2% -$80.9K 1% 10
2025
Q4 		$46.9M Buy
139,773
+85
+0.1% +$28.3K 1.05% 11
2025
Q3 		$45.8M Sell
139,688
-4,008
-3% -$1.27M 1.1% 11
2025
Q2 		$43.7M Buy
143,696
+10,353
+8% +$2.91M 1.2% 11
2025
Q1 		$36.6M Buy
133,343
+4,778
+4% +$1.39M 1.26% 9
2024
Q4 		$37.3M Buy
128,565
+3,049
+2% +$890K 1.24% 9
2024
Q3 		$35.5M Buy
125,516
+1,404
+1% +$383K 1.31% 9
2024
Q2 		$33.2M Buy
124,112
+1,496
+1% +$387K 1.33% 8
2024
Q1 		$31.9M Buy
122,616
+8,189
+7% +$2.03M 1.46% 7
2023
Q4 		$27.1M Buy
114,427
+1,333
+1% +$295K 1.45% 8
2023
Q3 		$24M Buy
113,094
+12,609
+13% +$2.79M 1.56% 8
2023
Q2 		$22.1M Buy
100,485
+1,630
+2% +$340K 1.53% 8
2023
Q1 		$20.2M Buy
98,855
+5,414
+6% +$1.08M 1.61% 7
2022
Q4 		$17.9M Buy
93,441
+3,126
+3% +$602K 1.54% 10
2022
Q3 		$16.2M Buy
90,315
+2,512
+3% +$501K 1.47% 11
2022
Q2 		$16.6M Buy
87,803
+2,199
+3% +$452K 1.77% 8
2022
Q1 		$19.5M Buy
85,604
+820
+1% +$184K 1.58% 9
2021
Q4 		$20.5M Buy
84,784
+58
+0.1% +$13.7K 1.69% 9
2021
Q3 		$18.8M Buy
84,726
+14,062
+20% +$3.21M 1.92% 7
2021
Q2 		$15.7M Buy
70,664
+2,681
+4% +$582K 1.67% 7
2021
Q1 		$14.1M Buy
67,983
+19,763
+41% +$4M 1.82% 6
2020
Q4 		$9.39M Buy
48,220
+31,188
+183% +$5.7M 1.38% 7
2020
Q3 		$2.9M Buy
17,032
+1,806
+12% +$304K 0.55% 28
2020
Q2 		$2.38M Buy
15,226
+3,265
+27% +$481K 0.52% 35
2020
Q1 		$1.54M Buy
+11,961
New +$1.85M 0.45% 47

Other funds holding VTI

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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Independent Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q2 2026, buying an estimated $2.17M and bringing the position to 145,608 shares worth $53.9M. The position accounts for 1.01% of the portfolio, ranked #10.

Independent Financial Group first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Independent Financial Group held 145,608 shares of Vanguard Morningstar Total Stock Market ETF worth $53.9M as of Q2 2026.
  • Independent Financial Group bought 6,076 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.17M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.01% of Independent Financial Group's portfolio in Q2 2026, its #10 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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