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

Midwest 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	$1.24M	Buy	3,356 +14	+0.4%	+$5.01K	0.44%	57
2026 Q1	$1.07M	Sell	3,342 -40	-1%	-$13.4K	0.46%	52
2025 Q4	$1.13M	Sell	3,382 -5	-0.1%	-$1.66K	0.5%	49
2025 Q3	$1.11M	Buy	3,387 +15	+0.4%	+$4.74K	0.53%	46
2025 Q2	$1.02M	Hold	3,372	–	–	0.54%	46
2025 Q1	$927K	Buy	3,372 +30	+0.9%	+$8.72K	0.54%	44
2024 Q4	$969K	Buy	3,342 +94	+3%	+$27.4K	0.56%	43
2024 Q3	$920K	Buy	3,248 +40	+1%	+$10.9K	0.54%	44
2024 Q2	$858K	Buy	3,208 +16	+0.5%	+$4.14K	0.55%	47
2024 Q1	$830K	Hold	3,192	–	–	0.56%	49
2023 Q4	$757K	Hold	3,192	–	–	0.57%	49
2023 Q3	$678K	Hold	3,192	–	–	0.57%	49
2023 Q2	$703K	Hold	3,192	–	–	0.6%	51
2023 Q1	$651K	Buy	+3,192	New	+$639K	0.6%	49

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

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

Midwest Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.42% in Q2 2026, buying an estimated $5.01K and bringing the position to 3,356 shares worth $1.24M. The position accounts for 0.44% of the portfolio, ranked #57.

Midwest Financial Group first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Midwest Financial Group held 3,356 shares of Vanguard Morningstar Total Stock Market ETF worth $1.24M as of Q2 2026.
Midwest Financial Group bought 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
Vanguard Morningstar Total Stock Market ETF made up 0.44% of Midwest Financial Group's portfolio in Q2 2026, its #57 holding.
Midwest Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.