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Poinciana Advisors Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Poinciana Advisors 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 		$1.17M Hold
3,174
– – 0.87% 24
2026
Q1 		$1.02M Sell
3,174
-58
-2% -$19.5K 0.8% 23
2025
Q4 		$1.08M Sell
3,232
-121
-4% -$40.3K 0.85% 24
2025
Q3 		$1.1M Sell
3,353
-88
-3% -$27.8K 0.93% 22
2025
Q2 		$1.05M Sell
3,441
-347
-9% -$97.6K 0.94% 21
2025
Q1 		$1.04M Buy
3,788
+574
+18% +$167K 1.08% 20
2024
Q4 		$931K Buy
+3,214
New +$938K 0.94% 21

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Poinciana Advisors Group's VTI Position: Q2 2026 in Review

Poinciana Advisors Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 3,174 shares worth $1.17M. The position accounts for 0.87% of the portfolio, ranked #24.

Poinciana Advisors Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Poinciana Advisors Group held 3,174 shares of Vanguard Morningstar Total Stock Market ETF worth $1.17M as of Q2 2026.
  • Poinciana Advisors Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.87% of Poinciana Advisors Group's portfolio in Q2 2026, its #24 holding.
  • Poinciana Advisors Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.