Morris Financial Concepts’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Morris Financial Concepts’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	$17.2K	Hold	46	–	–	0.01%	173
2026 Q1	$14.9K	Buy	46 +22	+92%	+$7.38K	0.01%	174
2025 Q4	$8.19K	Buy	24 +23	+2,300%	+$7.65K	﹤0.01%	177
2025 Q3	$288	Hold	1	–	–	﹤0.01%	197
2025 Q2	$267	Sell	1 -4,008	-100%	-$1.13M	﹤0.01%	196
2025 Q1	$1.1M	Buy	+4,009	New	+$1.16M	0.46%	39
2022 Q2	–	Sell	-2,913	Closed	-$663K	–	133
2022 Q1	$663K	Buy	+2,913	New	+$655K	0.55%	27

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

Morris Financial Concepts's VTI Position: Q2 2026 in Review

Morris Financial Concepts held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 46 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #173.

Morris Financial Concepts first reported a position in VTI in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Morris Financial Concepts held 46 shares of Vanguard Morningstar Total Stock Market ETF worth $17.2K as of Q2 2026.
Morris Financial Concepts left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #173 holding.
Morris Financial Concepts first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 7 quarters since.
Morris Financial Concepts's Vanguard Morningstar Total Stock Market ETF position peaked at $1.1M in Q1 2025.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.