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

Spectrum Financial Alliance’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	$270K	Buy	729 +3	+0.4%	+$1.07K	0.04%	25
2026 Q1	$233K	Hold	726	–	–	0.04%	26
2025 Q4	$243K	Hold	726	–	–	0.05%	26
2025 Q3	$238K	Sell	726 -948	-57%	-$299K	0.06%	21
2025 Q2	$523K	Buy	1,674 +946	+130%	+$266K	0.14%	15
2025 Q1	$200K	Hold	728	–	–	0.07%	20
2024 Q4	$211K	Buy	728 +2	+0.3%	+$584	0.07%	20
2024 Q3	$206K	Buy	+726	New	+$198K	0.07%	18
2023 Q2	–	Sell	-1,313	Closed	-$268K	–	15
2023 Q1	$268K	Buy	+1,313	New	+$263K	0.12%	13

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

Spectrum Financial Alliance's VTI Position: Q2 2026 in Review

Spectrum Financial Alliance increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.41% in Q2 2026, buying an estimated $1.07K and bringing the position to 729 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #25.

Spectrum Financial Alliance first reported a position in VTI in Q1 2023 and has held it in 9 quarters since. The position peaked at $523K in Q2 2025. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Spectrum Financial Alliance held 729 shares of Vanguard Morningstar Total Stock Market ETF worth $270K as of Q2 2026.
Spectrum Financial Alliance bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Spectrum Financial Alliance's portfolio in Q2 2026, its #25 holding.
Spectrum Financial Alliance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 9 quarters since.
Spectrum Financial Alliance's Vanguard Morningstar Total Stock Market ETF position peaked at $523K in Q2 2025.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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