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

Strategic 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
Q3 		$6.36M Sell
16,982
-138
-0.8% -$51.7K 6.16% 7
2026
Q2 		$6.34M Sell
17,120
-65
-0.4% -$23.2K 6.07% 7
2026
Q1 		$5.51M Buy
+17,185
New +$5.77M 5.68% 7

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Strategic Financial Group's VTI Position: Q3 2026 in Review

Strategic Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.81% in Q3 2026, selling an estimated $51.7K and leaving 16,982 shares worth $6.36M. The position accounts for 6.16% of the portfolio, ranked #7.

Strategic Financial Group first reported a position in VTI in Q1 2026 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Strategic Financial Group held 16,982 shares of Vanguard Morningstar Total Stock Market ETF worth $6.36M as of Q3 2026.
  • Strategic Financial Group sold 138 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $51.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 6.16% of Strategic Financial Group's portfolio in Q3 2026, its #7 holding.
  • Strategic Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Strategic Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.