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

Investment 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 		$5.81M Buy
15,714
+1,219
+8% +$436K 1.26% 19
2026
Q1 		$4.65M Buy
14,495
+900
+7% +$302K 1.18% 21
2025
Q4 		$4.56M Buy
13,595
+650
+5% +$216K 1.17% 22
2025
Q3 		$4.25M Buy
12,945
+140
+1% +$44.2K 1.16% 21
2025
Q2 		$3.89M Buy
12,805
+730
+6% +$205K 1.18% 21
2025
Q1 		$3.32M Buy
12,075
+251
+2% +$72.9K 1.11% 23
2024
Q4 		$3.43M Buy
11,824
+312
+3% +$91K 1.15% 23
2024
Q3 		$3.26M Buy
11,512
+3,101
+37% +$846K 1.13% 22
2024
Q2 		$2.25M Buy
8,411
+307
+4% +$79.5K 0.87% 27
2024
Q1 		$2.11M Buy
8,104
+568
+8% +$141K 0.87% 28
2023
Q4 		$1.79M Buy
7,536
+1,144
+18% +$253K 0.82% 32
2023
Q3 		$1.36M Buy
6,392
+175
+3% +$38.7K 0.71% 39
2023
Q2 		$1.37M Sell
6,217
-45
-0.7% -$9.39K 0.7% 38
2023
Q1 		$1.28M Sell
6,262
-248
-4% -$49.6K 0.74% 37
2022
Q4 		$1.24M Buy
6,510
+943
+17% +$182K 0.76% 34
2022
Q3 		$999K Buy
5,567
+3,958
+246% +$789K 0.69% 38
2022
Q2 		$305K Buy
1,609
+22
+1% +$4.52K 0.21% 89
2022
Q1 		$361K Buy
1,587
+10
+0.6% +$2.25K 0.22% 79
2021
Q4 		$359K Buy
+1,577
New +$372K 0.23% 78

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

Investment Advisory Group's VTI Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.4% in Q2 2026, buying an estimated $436K and bringing the position to 15,714 shares worth $5.81M. The position accounts for 1.26% of the portfolio, ranked #19.

Investment Advisory Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Investment Advisory Group held 15,714 shares of Vanguard Morningstar Total Stock Market ETF worth $5.81M as of Q2 2026.
  • Investment Advisory Group bought 1,219 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $436K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.26% of Investment Advisory Group's portfolio in Q2 2026, its #19 holding.
  • Investment Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.