Investors Asset Management of Georgia’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.7M | Sell |
7,295
-158
| -2% | -$56.5K | 0.94% | 25 |
|
|
2026
Q1 | $2.39M | Sell |
7,453
-106
| -1% | -$35.6K | 0.98% | 24 |
|
|
2025
Q4 | $2.53M | Sell |
7,559
-11
| -0.1% | -$3.66K | 1.05% | 19 |
|
|
2025
Q3 | $2.48M | Buy |
7,570
+310
| +4% | +$97.9K | 1.06% | 20 |
|
|
2025
Q2 | $2.21M | Buy |
7,260
+130
| +2% | +$36.6K | 1.02% | 25 |
|
|
2025
Q1 | $1.96M | Sell |
7,130
-225
| -3% | -$65.4K | 0.99% | 28 |
|
|
2024
Q4 | $2.13M | Buy |
7,355
+21
| +0.3% | +$6.13K | 1.04% | 22 |
|
|
2024
Q3 | $2.08M | Sell |
7,334
-13
| -0.2% | -$3.55K | 0.98% | 26 |
|
|
2024
Q2 | $1.97M | Sell |
7,347
-76
| -1% | -$19.7K | 0.96% | 24 |
|
|
2024
Q1 | $1.93M | Buy |
7,423
+245
| +3% | +$60.6K | 0.91% | 28 |
|
|
2023
Q4 | $1.7M | Buy |
7,178
+282
| +4% | +$62.3K | 0.86% | 31 |
|
|
2023
Q3 | $1.46M | Buy |
6,896
+398
| +6% | +$88.1K | 0.8% | 38 |
|
|
2023
Q2 | $1.43M | Buy |
6,498
+88
| +1% | +$18.4K | 0.74% | 42 |
|
|
2023
Q1 | $1.31M | Sell |
6,410
-387
| -6% | -$77.5K | 0.7% | 44 |
|
|
2022
Q4 | $1.3M | Buy |
6,797
+156
| +2% | +$30.1K | 0.68% | 43 |
|
|
2022
Q3 | $1.19M | Buy |
6,641
+614
| +10% | +$122K | 0.61% | 44 |
|
|
2022
Q2 | $1.14M | Buy |
6,027
+783
| +15% | +$161K | 0.59% | 47 |
|
|
2022
Q1 | $1.19M | Buy |
5,244
+310
| +6% | +$69.7K | 0.6% | 48 |
|
|
2021
Q4 | $1.19M | Buy |
4,934
+90
| +2% | +$21.2K | 0.57% | 48 |
|
|
2021
Q3 | $1.08M | Buy |
4,844
+49
| +1% | +$11.2K | 0.56% | 52 |
|
|
2021
Q2 | $1.07M | Buy |
4,795
+130
| +3% | +$28.2K | 0.58% | 48 |
|
|
2021
Q1 | $964K | Buy |
+4,665
| New | +$944K | 0.56% | 51 |
|
|
2020
Q4 | – | Sell |
-5,576
| Closed | -$950K | – | 148 |
|
|
2020
Q3 | $950K | Sell |
5,576
-50
| -0.9% | -$8.41K | 0.64% | 39 |
|
|
2020
Q2 | $881K | Hold |
5,626
| – | – | 0.61% | 38 |
|
|
2020
Q1 | $725K | Buy |
5,626
+400
| +8% | +$61.8K | 0.59% | 41 |
|
|
2019
Q4 | $855K | Buy |
5,226
+50
| +1% | +$7.83K | 0.52% | 47 |
|
|
2019
Q3 | $782K | Sell |
5,176
-75
| -1% | -$11.3K | 0.5% | 50 |
|
|
2019
Q2 | $788K | Sell |
5,251
-650
| -11% | -$95.7K | 0.53% | 48 |
|
|
2019
Q1 | $854K | Buy |
5,901
+56
| +1% | +$7.81K | 0.6% | 43 |
|
|
2018
Q4 | $746K | Buy |
5,845
+950
| +19% | +$131K | 0.61% | 47 |
|
|
2018
Q3 | $733K | Sell |
4,895
-300
| -6% | -$44.2K | 0.51% | 54 |
|
|
2018
Q2 | $730K | Buy |
5,195
+150
| +3% | +$20.9K | 0.53% | 52 |
|
|
2018
Q1 | $685K | Buy |
+5,045
| New | +$707K | 0.51% | 55 |
|
Other funds holding VTI
RIM
WI
Investors Asset Management of Georgia's VTI Position: Q2 2026 in Review
Investors Asset Management of Georgia reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $56.5K and leaving 7,295 shares worth $2.7M. The position accounts for 0.94% of the portfolio, ranked #25.
Investors Asset Management of Georgia first reported a position in VTI in Q1 2018 and has held it in 33 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Investors Asset Management of Georgia held 7,295 shares of Vanguard Morningstar Total Stock Market ETF worth $2.7M as of Q2 2026.
- Investors Asset Management of Georgia sold 158 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $56.5K.
- Vanguard Morningstar Total Stock Market ETF made up 0.94% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #25 holding.
- Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
- 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.