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SFMG Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SFMG Wealth Advisors’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 		$3.94M Buy
10,639
+2,540
+31% +$908K 0.24% 53
2026
Q1 		$2.6M Sell
8,099
-280
-3% -$93.9K 0.18% 62
2025
Q4 		$2.81M Buy
8,379
+187
+2% +$62.2K 0.19% 60
2025
Q3 		$2.69M Buy
8,192
+701
+9% +$221K 0.19% 57
2025
Q2 		$2.28M Buy
7,491
+263
+4% +$74K 0.17% 64
2025
Q1 		$1.99M Sell
7,228
-2,741
-27% -$796K 0.16% 70
2024
Q4 		$2.89M Buy
9,969
+7,545
+311% +$2.2M 0.23% 57
2024
Q3 		$687K Sell
2,424
-33
-1% -$9K 0.06% 116
2024
Q2 		$657K Buy
2,457
+33
+1% +$8.54K 0.06% 114
2024
Q1 		$630K Sell
2,424
-19
-0.8% -$4.7K 0.05% 118
2023
Q4 		$580K Sell
2,443
-210
-8% -$46.4K 0.05% 119
2023
Q3 		$563K Buy
2,653
+19
+0.7% +$4.21K 0.06% 114
2023
Q2 		$580K Buy
2,634
+177
+7% +$36.9K 0.06% 112
2023
Q1 		$502K Sell
2,457
-57
-2% -$11.4K 0.05% 129
2022
Q4 		$481K Buy
2,514
+35
+1% +$6.75K 0.05% 135
2022
Q3 		$445K Buy
2,479
+19
+0.8% +$3.79K 0.05% 132
2022
Q2 		$464K Hold
2,460
– – 0.05% 135
2022
Q1 		$560K Sell
2,460
-961
-28% -$216K 0.06% 131
2021
Q4 		$826K Sell
3,421
-448
-12% -$106K 0.08% 112
2021
Q3 		$859K Buy
3,869
+313
+9% +$71.4K 0.1% 97
2021
Q2 		$792K Buy
3,556
+169
+5% +$36.7K 0.09% 102
2021
Q1 		$700K Sell
3,387
-155
-4% -$31.4K 0.08% 110
2020
Q4 		$689K Hold
3,542
– – 0.09% 106
2020
Q3 		$603K Sell
3,542
-416
-11% -$70K 0.08% 94
2020
Q2 		$620K Buy
3,958
+1,790
+83% +$264K 0.09% 81
2020
Q1 		$279K Sell
2,168
-2,111
-49% -$326K 0.04% 101
2019
Q4 		$700K Sell
4,279
-23
-0.5% -$3.6K 0.09% 79
2019
Q3 		$650K Buy
+4,302
New +$648K 0.09% 74
2015
Q2 		– Sell
-2,820
Closed -$302K – 167
2015
Q1 		$302K Buy
+2,820
New +$301K 0.02% 132

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

SFMG Wealth Advisors's VTI Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 31% in Q2 2026, buying an estimated $908K and bringing the position to 10,639 shares worth $3.94M. The position accounts for 0.24% of the portfolio, ranked #53.

SFMG Wealth Advisors first reported a position in VTI in Q1 2015 and has held it in 29 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SFMG Wealth Advisors held 10,639 shares of Vanguard Morningstar Total Stock Market ETF worth $3.94M as of Q2 2026.
  • SFMG Wealth Advisors bought 2,540 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $908K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.24% of SFMG Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • SFMG Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 29 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.