Montgomery Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Montgomery Financial Services’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	$297K	Buy	+802	New	+$287K	0.26%	28

Other funds holding VTI

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Montgomery Financial Services's VTI Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 802 shares worth $297K. The stake represents 0.26% of the portfolio and ranks #28 among its holdings.

3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Montgomery Financial Services held 802 shares of Vanguard Morningstar Total Stock Market ETF worth $297K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Montgomery Financial Services position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.26% of Montgomery Financial Services's portfolio in Q2 2026, its #28 holding.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.