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Shum Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shum Financial 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 		$581K Sell
1,569
-57
-4% -$20.4K 0.35% 68
2026
Q1 		$522K Hold
1,626
– – 0.37% 68
2025
Q4 		$545K Hold
1,626
– – 0.39% 65
2025
Q3 		$534K Buy
+1,626
New +$514K 0.4% 62
2025
Q1 		$450K Sell
1,639
-34
-2% -$9.88K 0.39% 65
2024
Q4 		$485K Hold
1,673
– – 0.42% 64
2024
Q3 		$477K Buy
+1,673
New +$456K 0.4% 67

Other funds holding VTI

WI
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
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Shum Financial Group's VTI Position: Q2 2026 in Review

Shum Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q2 2026, selling an estimated $20.4K and leaving 1,569 shares worth $581K. The position accounts for 0.35% of the portfolio, ranked #68.

Shum Financial Group first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. 2,495 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Shum Financial Group held 1,569 shares of Vanguard Morningstar Total Stock Market ETF worth $581K as of Q2 2026.
  • Shum Financial Group sold 57 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Shum Financial Group's portfolio in Q2 2026, its #68 holding.
  • Shum Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.