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LMG Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LMG Wealth Partners’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 		$2.58M Hold
6,970
– – 0.41% 75
2026
Q1 		$2.24M Buy
6,970
+329
+5% +$110K 0.41% 72
2025
Q4 		$2.23M Hold
6,641
– – 0.42% 70
2025
Q3 		$2.18M Buy
+6,641
New +$2.1M 0.41% 70

Other funds holding VTI

VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LMG Wealth Partners's VTI Position: Q2 2026 in Review

LMG Wealth Partners held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 6,970 shares worth $2.58M. The position accounts for 0.41% of the portfolio, ranked #75.

LMG Wealth Partners first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,344 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LMG Wealth Partners held 6,970 shares of Vanguard Morningstar Total Stock Market ETF worth $2.58M as of Q2 2026.
  • LMG Wealth Partners left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.41% of LMG Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • LMG Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,344 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.