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Safeguard Investment Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Safeguard Investment Advisory 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 		$949K Buy
2,564
+728
+40% +$260K 0.22% 52
2026
Q1 		$589K Sell
1,836
-56
-3% -$18.8K 0.16% 61
2025
Q4 		$634K Sell
1,892
-284
-13% -$94.5K 0.16% 57
2025
Q3 		$714K Sell
2,176
-11
-0.5% -$3.48K 0.18% 57
2025
Q2 		$665K Buy
2,187
+336
+18% +$94.5K 0.17% 64
2025
Q1 		$509K Sell
1,851
-24
-1% -$6.97K 0.14% 68
2024
Q4 		$543K Buy
1,875
+457
+32% +$133K 0.15% 60
2024
Q3 		$402K Buy
1,418
+12
+0.9% +$3.27K 0.11% 67
2024
Q2 		$376K Hold
1,406
– – 0.12% 65
2024
Q1 		$365K Sell
1,406
-275
-16% -$68K 0.12% 65
2023
Q4 		$399K Buy
1,681
+155
+10% +$34.3K 0.15% 58
2023
Q3 		$324K Sell
1,526
-407
-21% -$90.1K 0.14% 65
2023
Q2 		$426K Buy
1,933
+327
+20% +$68.2K 0.18% 59
2023
Q1 		$328K Sell
1,606
-252
-14% -$50.4K 0.16% 74
2022
Q4 		$355K Sell
1,858
-759
-29% -$146K 0.22% 63
2022
Q3 		$469K Buy
2,617
+1,312
+101% +$261K 0.32% 46
2022
Q2 		$297K Hold
1,305
– – 0.18% 71
2022
Q1 		$297K Buy
1,305
+11
+0.9% +$2.47K 0.2% 63
2021
Q4 		$312K Buy
1,294
+3
+0.2% +$708 0.18% 71
2021
Q3 		$286K Sell
1,291
-44
-3% -$10K 0.19% 72
2021
Q2 		$297K Sell
1,335
-22
-2% -$4.78K 0.21% 68
2021
Q1 		$280K Buy
1,357
+3
+0.2% +$607 0.25% 63
2020
Q4 		$263K Buy
+1,354
New +$247K 0.23% 65

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Safeguard Investment Advisory Group's VTI Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 40% in Q2 2026, buying an estimated $260K and bringing the position to 2,564 shares worth $949K. The position accounts for 0.22% of the portfolio, ranked #52.

Safeguard Investment Advisory Group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,564 shares of Vanguard Morningstar Total Stock Market ETF worth $949K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 728 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $260K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #52 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.