SFG Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SFG Wealth Management’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	$1.11M	Sell	3,006 -651	-18%	-$233K	0.4%	42
2026 Q1	$1.17M	Sell	3,657 -386	-10%	-$130K	0.48%	36
2025 Q4	$1.36M	Sell	4,043 -107	-3%	-$35.6K	0.53%	39
2025 Q3	$1.36M	Sell	4,150 -96	-2%	-$30.3K	0.59%	37
2025 Q2	$1.29M	Sell	4,246 -82	-2%	-$23.1K	0.78%	22
2025 Q1	$1.19M	Sell	4,328 -102	-2%	-$29.6K	0.58%	34
2024 Q4	$1.28M	Sell	4,430 -146	-3%	-$42.6K	0.67%	24
2024 Q3	$1.3M	Sell	4,576 -220	-5%	-$60K	0.69%	25
2024 Q2	$1.28M	Sell	4,796 -156	-3%	-$40.4K	0.73%	26
2024 Q1	$1.29M	Sell	4,952 -604	-11%	-$149K	0.76%	22
2023 Q4	$1.32M	Buy	5,556 +619	+13%	+$137K	0.88%	23
2023 Q3	$1.05M	Sell	4,937 -175	-3%	-$38.7K	0.83%	21
2023 Q2	$1.13M	Sell	5,112 -447	-8%	-$93.2K	0.94%	22
2023 Q1	$1.13M	Sell	5,559 -240	-4%	-$48K	1.26%	14
2022 Q4	$1.11M	Sell	5,799 -263	-4%	-$50.7K	1.37%	14
2022 Q3	$1.09M	Sell	6,062 -292	-5%	-$58.2K	1.47%	18
2022 Q2	$1.2M	Sell	6,354 -60	-0.9%	-$12.3K	1.4%	23
2022 Q1	$1.46M	Buy	6,414 +689	+12%	+$155K	1.37%	24
2021 Q4	$1.38M	Buy	+5,725	New	+$1.35M	1.23%	30

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

SFG Wealth Management's VTI Position: Q2 2026 in Review

SFG Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 18% in Q2 2026, selling an estimated $233K and leaving 3,006 shares worth $1.11M. The position accounts for 0.4% of the portfolio, ranked #42.

SFG Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q1 2022. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

SFG Wealth Management held 3,006 shares of Vanguard Morningstar Total Stock Market ETF worth $1.11M as of Q2 2026.
SFG Wealth Management sold 651 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $233K.
Vanguard Morningstar Total Stock Market ETF made up 0.4% of SFG Wealth Management's portfolio in Q2 2026, its #42 holding.
SFG Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
SFG Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.46M in Q1 2022.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.