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 Q2	$297K	Buy	804 +9	+1%	+$3.22K	0.08%	63
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 $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 Wealth Advisory Group's VTI Position: Q2 2026 in Review

Spectrum Wealth Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $3.22K and bringing the position to 804 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #63.

Spectrum Wealth Advisory Group first reported a position in VTI in Q3 2020 and has held it in 14 quarters since. The position peaked at $376K in Q4 2021. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Spectrum Wealth Advisory Group held 804 shares of Vanguard Morningstar Total Stock Market ETF worth $297K as of Q2 2026.
Spectrum Wealth Advisory Group bought 9 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #63 holding.
Spectrum Wealth Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 14 quarters since.
Spectrum Wealth Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $376K in Q4 2021.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.