Marshall Financial Group (Maryland)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Marshall Financial Group (Maryland)’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	$468K	Buy	1,265 +6	+0.5%	+$2.15K	0.07%	217
2026 Q1	$404K	Sell	1,259 -87	-6%	-$29.2K	0.06%	214
2025 Q4	$451K	Buy	1,346 +1	+0.1%	+$333	0.09%	210
2025 Q3	$441K	Sell	1,345 -1	-0.1%	-$316	0.09%	190
2025 Q2	$411K	Sell	1,346 -619	-32%	-$174K	0.08%	192
2025 Q1	$540K	Buy	1,965 +869	+79%	+$252K	0.12%	159
2024 Q4	$318K	Buy	1,096 +2	+0.2%	+$584	0.08%	177
2024 Q3	$310K	Buy	1,094 +265	+32%	+$72.3K	0.07%	179
2024 Q2	$222K	Buy	+829	New	+$215K	0.06%	159

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

Marshall Financial Group (Maryland)'s VTI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.48% in Q2 2026, buying an estimated $2.15K and bringing the position to 1,265 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #217.

Marshall Financial Group (Maryland) first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $540K in Q1 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Marshall Financial Group (Maryland) held 1,265 shares of Vanguard Morningstar Total Stock Market ETF worth $468K as of Q2 2026.
Marshall Financial Group (Maryland) bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #217 holding.
Marshall Financial Group (Maryland) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Marshall Financial Group (Maryland)'s Vanguard Morningstar Total Stock Market ETF position peaked at $540K in Q1 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.