Lockerman Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lockerman Financial 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	$261K	Buy	706 +41	+6%	+$14.7K	0.4%	77
2026 Q1	$213K	Sell	665 -21	-3%	-$7.05K	0.38%	83
2025 Q4	$230K	Hold	686	–	–	0.44%	73
2025 Q3	$225K	Sell	686 -37	-5%	-$11.7K	0.28%	110
2025 Q2	$220K	Buy	+723	New	+$203K	0.3%	114
2025 Q1	–	Sell	-1,376	Closed	-$399K	–	123
2024 Q4	$399K	Sell	1,376 -5	-0.4%	-$1.46K	0.68%	45
2024 Q3	$391K	Sell	1,381 -11	-0.8%	-$3K	0.66%	49
2024 Q2	$372K	Sell	1,392 -9	-0.6%	-$2.33K	0.68%	46
2024 Q1	$364K	Sell	1,401 -2	-0.1%	-$495	0.7%	44
2023 Q4	$333K	Buy	1,403 +134	+11%	+$29.6K	0.77%	41
2023 Q3	$270K	Buy	1,269 +280	+28%	+$62K	0.73%	51
2023 Q2	$218K	Buy	+989	New	+$206K	0.61%	62

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lockerman Financial Group's VTI Position: Q2 2026 in Review

Lockerman Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 706 shares worth $261K. The position accounts for 0.4% of the portfolio, ranked #77.

Lockerman Financial Group first reported a position in VTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $399K in Q4 2024. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Lockerman Financial Group held 706 shares of Vanguard Morningstar Total Stock Market ETF worth $261K as of Q2 2026.
Lockerman Financial Group bought 41 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $14.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.4% of Lockerman Financial Group's portfolio in Q2 2026, its #77 holding.
Lockerman Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
Lockerman Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $399K in Q4 2024.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.