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

Journey 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 		$1.71M Sell
4,615
-12
-0.3% -$4.29K 0.13% 134
2026
Q1 		$1.48M Sell
4,627
-450
-9% -$151K 0.13% 120
2025
Q4 		$1.7M Sell
5,077
-251
-5% -$83.5K 0.14% 123
2025
Q3 		$1.75M Sell
5,328
-846
-14% -$267K 0.13% 123
2025
Q2 		$1.88M Buy
6,174
+1,474
+31% +$415K 0.15% 126
2025
Q1 		$1.29M Sell
4,700
-120
-2% -$34.9K 0.11% 132
2024
Q4 		$1.29M Hold
4,820
– – 0.15% 95
2024
Q3 		$1.29M Hold
4,820
– – 0.15% 95
2024
Q2 		$1.29M Sell
4,820
-1
-0% -$259 0.15% 96
2024
Q1 		$1.25M Buy
4,821
+5
+0.1% +$1.24K 0.15% 106
2023
Q4 		$1.14M Buy
4,816
+32
+0.7% +$7.07K 0.16% 105
2023
Q3 		$1.02M Buy
4,784
+59
+1% +$13.1K 0.15% 107
2023
Q2 		$1.04M Hold
4,725
– – 0.15% 109
2023
Q1 		$964K Buy
4,725
+424
+10% +$84.9K 0.15% 118
2022
Q4 		$822K Sell
4,301
-2,499
-37% -$482K 0.2% 101
2022
Q3 		$1.22M Buy
6,800
+259
+4% +$51.6K 0.31% 72
2022
Q2 		$1.35M Buy
6,541
+5,159
+373% +$1.06M 0.31% 74
2022
Q1 		$315K Buy
1,382
+82
+6% +$18.4K 0.08% 183
2021
Q4 		$314K Hold
1,300
– – 0.09% 176
2021
Q3 		$289K Hold
1,300
– – 0.09% 166
2021
Q2 		$290K Hold
1,300
– – 0.09% 166
2021
Q1 		$269K Sell
1,300
-10
-0.8% -$2.02K 0.09% 164
2020
Q4 		$255K Buy
+1,310
New +$239K 0.1% 158

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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

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

Journey Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q2 2026, selling an estimated $4.29K and leaving 4,615 shares worth $1.71M. The position accounts for 0.13% of the portfolio, ranked #134.

Journey Advisory Group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q2 2025. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Journey Advisory Group held 4,615 shares of Vanguard Morningstar Total Stock Market ETF worth $1.71M as of Q2 2026.
  • Journey Advisory Group sold 12 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.29K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Journey Advisory Group's portfolio in Q2 2026, its #134 holding.
  • Journey Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.88M in Q2 2025.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.