Spectrum Wealth Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Spectrum Wealth Advisory 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 Q1	$255K	Hold	795	–	–	0.09%	53
2025 Q4	$267K	Buy	795 +4	+0.5%	+$1.33K	0.1%	52
2025 Q3	$260K	Buy	791 +3	+0.4%	+$948	0.11%	56
2025 Q2	$240K	Hold	788	–	–	0.11%	55
2025 Q1	$217K	Sell	788 -48	-6%	-$13.9K	0.1%	53
2024 Q4	$242K	Sell	836 -102	-11%	-$29.8K	0.11%	51
2024 Q3	$266K	Buy	938 +111	+13%	+$30.3K	0.15%	39
2024 Q2	$221K	Buy	+827	New	+$214K	0.24%	31
2022 Q2	–	Sell	-1,561	Closed	-$355K	–	47
2022 Q1	$355K	Buy	1,561 +5	+0.3%	+$1.12K	0.34%	30
2021 Q4	$376K	Buy	1,556 +6	+0.4%	+$1.42K	0.33%	34
2021 Q3	$344K	Buy	1,550 +5	+0.3%	+$1.14K	0.34%	33
2021 Q2	$344K	Buy	+1,545	New	+$335K	0.34%	33
2020 Q4	–	Sell	-1,702	Closed	-$289K	–	44
2020 Q3	$289K	Buy	+1,702	New	+$286K	0.19%	36

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Wealth Advisory Group's VTI Position: Q1 2026 in Review

Spectrum Wealth Advisory Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 795 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #53.

Spectrum Wealth Advisory Group first reported a position in VTI in Q3 2020 and has held it in 13 quarters since. The position peaked at $376K in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Spectrum Wealth Advisory Group held 795 shares of Vanguard Morningstar Total Stock Market ETF worth $255K as of Q1 2026.
Spectrum Wealth Advisory Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #53 holding.
Spectrum Wealth Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 13 quarters since.
Spectrum Wealth Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $376K in Q4 2021.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.