Searcy Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Searcy Financial Services’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	$1.54M	Hold	4,153	–	–	0.52%	17
2026 Q1	$1.33M	Hold	4,153	–	–	0.49%	16
2025 Q4	$1.39M	Hold	4,153	–	–	0.52%	16
2025 Q3	$1.36M	Hold	4,153	–	–	0.52%	16
2025 Q2	$1.26M	Hold	4,153	–	–	0.51%	17
2025 Q1	$1.14M	Hold	4,153	–	–	0.49%	17
2024 Q4	$1.2M	Hold	4,153	–	–	0.56%	17
2024 Q3	$1.18M	Hold	4,153	–	–	0.55%	16
2024 Q2	$1.11M	Hold	4,153	–	–	0.55%	15
2024 Q1	$1.08M	Hold	4,153	–	–	0.55%	16
2023 Q4	$985K	Hold	4,153	–	–	0.55%	16
2023 Q3	$882K	Hold	4,153	–	–	0.53%	16
2023 Q2	$915K	Hold	4,153	–	–	0.53%	16
2023 Q1	$848K	Hold	4,153	–	–	0.52%	15
2022 Q4	$794K	Buy	4,153 +27	+0.7%	+$5.2K	0.46%	17
2022 Q3	$740K	Hold	4,126	–	–	0.47%	17
2022 Q2	$778K	Hold	4,126	–	–	0.48%	15
2022 Q1	$939K	Buy	+4,126	New	+$928K	0.55%	16

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Searcy Financial Services's VTI Position: Q2 2026 in Review

Searcy Financial Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 4,153 shares worth $1.54M. The position accounts for 0.52% of the portfolio, ranked #17.

Searcy Financial Services first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Searcy Financial Services held 4,153 shares of Vanguard Morningstar Total Stock Market ETF worth $1.54M as of Q2 2026.
Searcy Financial Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.52% of Searcy Financial Services's portfolio in Q2 2026, its #17 holding.
Searcy Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.