JTF
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J. Team Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

J. Team Financial’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 		$392K Buy
1,060
+3
+0.3% +$1.07K 0.38% 54
2026
Q1 		$339K Sell
1,057
-136
-11% -$45.6K 0.38% 54
2025
Q4 		$400K Buy
1,193
+44
+4% +$14.6K 0.4% 47
2025
Q3 		$377K Buy
+1,149
New +$363K 0.38% 47

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

J. Team Financial's VTI Position: Q2 2026 in Review

J. Team Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,060 shares worth $392K. The position accounts for 0.38% of the portfolio, ranked #54.

J. Team Financial first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $400K in Q4 2025. 2,495 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • J. Team Financial held 1,060 shares of Vanguard Morningstar Total Stock Market ETF worth $392K as of Q2 2026.
  • J. Team Financial bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of J. Team Financial's portfolio in Q2 2026, its #54 holding.
  • J. Team Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $400K in Q4 2025.
  • 2,495 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.