O'Connor Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

O'Connor 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	$945K	Sell	2,554 -46	-2%	-$16.4K	0.33%	34
2026 Q1	$834K	Sell	2,600 -99	-4%	-$33.2K	0.34%	32
2025 Q4	$919K	Sell	2,699 -31	-1%	-$10.3K	0.37%	32
2025 Q3	$896K	Sell	2,730 -39	-1%	-$12.3K	0.38%	32
2025 Q2	$853K	Buy	2,769 +364	+15%	+$102K	0.38%	32
2025 Q1	$661K	Sell	2,405 -1,119	-32%	-$325K	0.34%	31
2024 Q4	$1.02M	Sell	3,524 -889	-20%	-$259K	0.53%	25
2024 Q3	$1.25M	Sell	4,413 -931	-17%	-$254K	0.66%	24
2024 Q2	$1.43M	Sell	5,344 -685	-11%	-$177K	0.83%	23
2024 Q1	$1.57M	Sell	6,029 -542	-8%	-$134K	0.93%	23
2023 Q4	$1.56M	Sell	6,571 -210	-3%	-$46.4K	0.96%	23
2023 Q3	$1.44M	Sell	6,781 -206	-3%	-$45.6K	0.99%	23
2023 Q2	$1.54M	Buy	6,987 +408	+6%	+$85.1K	1.06%	22
2023 Q1	$1.34M	Buy	+6,579	New	+$1.32M	1.01%	23

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

O'Connor Financial Group's VTI Position: Q2 2026 in Review

O'Connor Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $16.4K and leaving 2,554 shares worth $945K. The position accounts for 0.33% of the portfolio, ranked #34.

O'Connor Financial Group first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.57M in Q1 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

O'Connor Financial Group held 2,554 shares of Vanguard Morningstar Total Stock Market ETF worth $945K as of Q2 2026.
O'Connor Financial Group sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.33% of O'Connor Financial Group's portfolio in Q2 2026, its #34 holding.
O'Connor Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
O'Connor Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.57M in Q1 2024.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.