Larson Financial Group’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
Q3 | $7.17M | Buy |
19,154
+2,635
| +16% | +$988K | 0.17% | 97 |
|
|
2026
Q2 | $6.11M | Buy |
16,519
+839
| +5% | +$300K | 0.16% | 106 |
|
|
2026
Q1 | $5.03M | Sell |
15,680
-59
| -0.4% | -$19.8K | 0.16% | 114 |
|
|
2025
Q4 | $5.28M | Buy |
15,739
+150
| +1% | +$49.9K | 0.18% | 110 |
|
|
2025
Q3 | $5.12M | Buy |
15,589
+798
| +5% | +$252K | 0.18% | 110 |
|
|
2025
Q2 | $4.5M | Buy |
14,791
+1,880
| +15% | +$529K | 0.18% | 114 |
|
|
2025
Q1 | $3.55M | Buy |
12,911
+512
| +4% | +$149K | 0.17% | 116 |
|
|
2024
Q4 | $3.59M | Sell |
12,399
-2,260
| -15% | -$659K | 0.19% | 98 |
|
|
2024
Q3 | $4.15M | Sell |
14,659
-1,663
| -10% | -$454K | 0.24% | 86 |
|
|
2024
Q2 | $4.37M | Buy |
16,322
+1,606
| +11% | +$416K | 0.3% | 63 |
|
|
2024
Q1 | $3.82M | Buy |
14,716
+2,765
| +23% | +$684K | 0.3% | 68 |
|
|
2023
Q4 | $2.83M | Buy |
11,951
+6,705
| +128% | +$1.48M | 0.25% | 72 |
|
|
2023
Q3 | $1.11M | Hold |
5,246
| – | – | 0.11% | 152 |
|
|
2023
Q2 | $1.16M | Buy |
5,246
+833
| +19% | +$174K | 0.12% | 149 |
|
|
2023
Q1 | $901K | Buy |
4,413
+263
| +6% | +$52.6K | 0.1% | 162 |
|
|
2022
Q4 | $794K | Buy |
4,150
+1,323
| +47% | +$255K | 0.1% | 159 |
|
|
2022
Q3 | $507K | Sell |
2,827
-1
| -0% | -$199 | 0.07% | 166 |
|
|
2022
Q2 | $533K | Buy |
2,828
+416
| +17% | +$85.5K | 0.09% | 102 |
|
|
2022
Q1 | $549K | Sell |
2,412
-264
| -10% | -$59.4K | 0.09% | 100 |
|
|
2021
Q4 | $646K | Buy |
2,676
+320
| +14% | +$75.5K | 0.1% | 93 |
|
|
2021
Q3 | $523K | Sell |
2,356
-2,012
| -46% | -$459K | 0.1% | 82 |
|
|
2021
Q2 | $973K | Sell |
4,368
-71
| -2% | -$15.4K | 0.23% | 49 |
|
|
2021
Q1 | $917K | Sell |
4,439
-210
| -5% | -$42.5K | 0.27% | 42 |
|
|
2020
Q4 | $905K | Buy |
4,649
+311
| +7% | +$56.8K | 0.31% | 40 |
|
|
2020
Q3 | $739K | Sell |
4,338
-394
| -8% | -$66.3K | 0.3% | 41 |
|
|
2020
Q2 | $741K | Buy |
4,732
+963
| +26% | +$142K | 0.35% | 48 |
|
|
2020
Q1 | $486K | Sell |
3,769
-70
| -2% | -$10.8K | 0.3% | 53 |
|
|
2019
Q4 | $628K | Buy |
3,839
+385
| +11% | +$60.3K | 0.36% | 45 |
|
|
2019
Q3 | $522K | Sell |
3,454
-748
| -18% | -$113K | 0.34% | 46 |
|
|
2019
Q2 | $631K | Buy |
4,202
+773
| +23% | +$114K | 0.47% | 32 |
|
|
2019
Q1 | $496K | Buy |
3,429
+13
| +0.4% | +$1.81K | 0.39% | 34 |
|
|
2018
Q4 | $436K | Buy |
3,416
+1,181
| +53% | +$163K | 0.4% | 36 |
|
|
2018
Q3 | $335K | Sell |
2,235
-1
| -0% | -$147 | 0.38% | 31 |
|
|
2018
Q2 | $314K | Buy |
2,236
+79
| +4% | +$11K | 0.36% | 35 |
|
|
2018
Q1 | $293K | Sell |
2,157
-556
| -20% | -$78K | 0.34% | 36 |
|
|
2017
Q4 | $372K | Buy |
+2,713
| New | +$363K | 0.31% | 51 |
|
Other funds holding VTI
Larson Financial Group's VTI Position: Q3 2026 in Review
Larson Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q3 2026, buying an estimated $988K and bringing the position to 19,154 shares worth $7.17M. The position accounts for 0.17% of the portfolio, ranked #97.
Larson Financial Group first reported a position in VTI in Q4 2017 and has held it in 36 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.
- Larson Financial Group held 19,154 shares of Vanguard Morningstar Total Stock Market ETF worth $7.17M as of Q3 2026.
- Larson Financial Group bought 2,635 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $988K.
- Vanguard Morningstar Total Stock Market ETF made up 0.17% of Larson Financial Group's portfolio in Q3 2026, its #97 holding.
- Larson Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 36 quarters since.
- 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.
Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.