Morling Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Morling Financial Advisors’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 Q1	$41.4M	Buy	129,055 +6,461	+5%	+$2.17M	12.73%	2
2025 Q4	$41.1M	Buy	122,594 +3,093	+3%	+$1.03M	12.92%	1
2025 Q3	$39.2M	Buy	119,501 +3,954	+3%	+$1.25M	12.97%	1
2025 Q2	$35.1M	Buy	115,547 +3,139	+3%	+$883K	11.48%	2
2025 Q1	$30.9M	Buy	112,408 +4,415	+4%	+$1.28M	10.63%	3
2024 Q4	$31.3M	Buy	107,993 +9,538	+10%	+$2.78M	10.91%	2
2024 Q3	$27.9M	Buy	98,455 +7,639	+8%	+$2.08M	10.62%	3
2024 Q2	$24.3M	Buy	90,816 +4,476	+5%	+$1.16M	10.59%	2
2024 Q1	$22.4M	Buy	86,340 +5,753	+7%	+$1.42M	12.83%	1
2023 Q4	$19.1M	Buy	80,587 +8,287	+11%	+$1.83M	15.42%	1
2023 Q3	$15.4M	Buy	72,300 +5,528	+8%	+$1.22M	15.22%	1
2023 Q2	$14.7M	Buy	66,772 +9,371	+16%	+$1.95M	14.13%	1
2023 Q1	$11.7M	Buy	57,401 +15,773	+38%	+$3.16M	12.63%	1
2022 Q4	$7.96M	Buy	41,628 +3,311	+9%	+$638K	10.15%	1
2022 Q3	$6.88M	Buy	38,317 +4,079	+12%	+$813K	9.37%	2
2022 Q2	$6.46M	Sell	34,238 -1,585	-4%	-$326K	8.43%	2
2022 Q1	$8.16M	Buy	35,823 +2,262	+7%	+$509K	10.31%	2
2021 Q4	$8.1M	Buy	+33,561	New	+$7.92M	7.75%	3

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morling Financial Advisors's VTI Position: Q1 2026 in Review

Morling Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 5.3% in Q1 2026, buying an estimated $2.17M and bringing the position to 129,055 shares worth $41.4M. The position accounts for 12.73% of the portfolio, ranked #2.

Morling Financial Advisors first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Morling Financial Advisors held 129,055 shares of Vanguard Total Stock Market ETF worth $41.4M as of Q1 2026.
Morling Financial Advisors bought 6,461 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.17M.
Vanguard Total Stock Market ETF made up 12.73% of Morling Financial Advisors's portfolio in Q1 2026, its #2 holding.
Morling Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.