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

Slagle Financial’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 		– Sell
-878
Closed -$282K – 146
2026
Q1 		$282K Buy
878
+15
+2% +$5.03K 0.09% 101
2025
Q4 		$289K Buy
+863
New +$287K 0.1% 97
2024
Q4 		– Sell
-1,096
Closed -$310K – 116
2024
Q3 		$310K Buy
+1,096
New +$299K 0.14% 86
2024
Q2 		– Sell
-900
Closed -$234K – 121
2024
Q1 		$234K Buy
+900
New +$223K 0.13% 100

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
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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

Slagle Financial's VTI Position: Q2 2026 in Review

Slagle Financial sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 878 shares — an estimated $282K sold.

Slagle Financial first reported a position in VTI in Q1 2024 and held it in 4 quarters. The position peaked at $310K in Q3 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Slagle Financial reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Slagle Financial sold 878 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $282K.
  • Slagle Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and held it in 4 quarters.
  • Slagle Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $310K in Q3 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.