MFG
VTI icon

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

Magnus 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 		$1.96M Sell
5,293
-97
-2% -$34.7K 0.14% 108
2026
Q1 		$1.73M Sell
5,390
-1,303
-19% -$437K 0.14% 109
2025
Q4 		$2.24M Buy
6,693
+667
+11% +$222K 0.17% 98
2025
Q3 		$1.98M Buy
6,026
+9
+0.1% +$2.84K 0.16% 111
2025
Q2 		$1.83M Buy
6,017
+157
+3% +$44.2K 0.16% 108
2025
Q1 		$1.61M Buy
5,860
+54
+0.9% +$15.7K 0.16% 111
2024
Q4 		$1.68M Sell
5,806
-4
-0.1% -$1.17K 0.16% 107
2024
Q3 		$1.65M Buy
5,810
+59
+1% +$16.1K 0.17% 105
2024
Q2 		$1.54M Buy
5,751
+11
+0.2% +$2.85K 0.17% 101
2024
Q1 		$1.49M Buy
5,740
+68
+1% +$16.8K 0.18% 100
2023
Q4 		$1.35M Buy
5,672
+801
+16% +$177K 0.18% 99
2023
Q3 		$1.03M Sell
4,871
-74
-1% -$16.4K 0.15% 105
2023
Q2 		$1.09M Buy
4,945
+154
+3% +$32.1K 0.16% 103
2023
Q1 		$978K Buy
4,791
+47
+1% +$9.41K 0.15% 115
2022
Q4 		$907K Buy
4,744
+336
+8% +$64.8K 0.15% 116
2022
Q3 		$791K Sell
4,408
-649
-13% -$129K 0.15% 115
2022
Q2 		$954K Buy
5,057
+89
+2% +$18.3K 0.18% 101
2022
Q1 		$1.13M Sell
4,968
-6,717
-57% -$1.51M 0.19% 93
2021
Q4 		$2.82M Buy
11,685
+7,257
+164% +$1.71M 0.54% 31
2021
Q3 		$983K Buy
4,428
+381
+9% +$86.9K 0.21% 70
2021
Q2 		$902K Buy
4,047
+2,645
+189% +$574K 0.2% 81
2021
Q1 		$290K Sell
1,402
-26
-2% -$5.26K 0.07% 178
2020
Q4 		$278K Sell
1,428
-69
-5% -$12.6K 0.03% 228
2020
Q3 		$255K Sell
1,497
-95
-6% -$16K 0.03% 220
2020
Q2 		$249K Sell
1,592
-780
-33% -$115K 0.03% 459
2020
Q1 		$306K Sell
2,372
-1,640
-41% -$254K 0.04% 268
2019
Q4 		$656K Buy
4,012
+1,960
+96% +$307K 0.09% 98
2019
Q3 		$310K Buy
2,052
+675
+49% +$102K 0.06% 243
2019
Q2 		$207K Buy
+1,377
New +$203K 0.04% 449

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Magnus Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $34.7K and leaving 5,293 shares worth $1.96M. The position accounts for 0.14% of the portfolio, ranked #108.

Magnus Financial Group first reported a position in VTI in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.82M in Q4 2021. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Magnus Financial Group held 5,293 shares of Vanguard Morningstar Total Stock Market ETF worth $1.96M as of Q2 2026.
  • Magnus Financial Group sold 97 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Magnus Financial Group's portfolio in Q2 2026, its #108 holding.
  • Magnus Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
  • Magnus Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.82M in Q4 2021.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.