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

Strategic Financial Partners’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 		$2.94M Sell
9,158
-544
-6% -$183K 1.27% 20
2025
Q4 		$3.25M Sell
9,702
-372
-4% -$124K 1.41% 18
2025
Q3 		$3.31M Sell
10,074
-184
-2% -$58.1K 1.51% 17
2025
Q2 		$3.12M Sell
10,258
-154
-1% -$43.3K 1.45% 19
2025
Q1 		$2.86M Sell
10,412
-467
-4% -$136K 1.51% 12
2024
Q4 		$3.15M Sell
10,879
-22
-0.2% -$6.42K 1.61% 17
2024
Q3 		$3.09M Sell
10,901
-410
-4% -$112K 1.58% 16
2024
Q2 		$3.03M Buy
11,311
+31
+0.3% +$8.02K 1.67% 14
2024
Q1 		$2.93M Buy
11,280
+97
+0.9% +$24K 1.62% 14
2023
Q4 		$2.65M Sell
11,183
-66
-0.6% -$14.6K 1.54% 14
2023
Q3 		$2.39M Sell
11,249
-104
-0.9% -$23K 1.45% 16
2023
Q2 		$2.5M Sell
11,353
-284
-2% -$59.2K 1.42% 15
2023
Q1 		$2.38M Buy
11,637
+77
+0.7% +$15.4K 1.45% 15
2022
Q4 		$2.21M Buy
11,560
+82
+0.7% +$15.8K 1.35% 15
2022
Q3 		$2.06M Sell
11,478
-565
-5% -$113K 1.31% 16
2022
Q2 		$2.27M Sell
12,043
-261
-2% -$53.6K 1.33% 16
2022
Q1 		$2.8M Buy
12,304
+112
+0.9% +$25.2K 1.43% 14
2021
Q4 		$2.94M Buy
12,192
+17
+0.1% +$4.01K 1.45% 14
2021
Q3 		$2.7M Sell
12,175
-555
-4% -$127K 1.45% 14
2021
Q2 		$2.84M Sell
12,730
-227
-2% -$49.3K 1.57% 13
2021
Q1 		$2.68M Buy
12,957
+100
+0.8% +$20.2K 1.59% 13
2020
Q4 		$2.5M Sell
12,857
-106
-0.8% -$19.4K 1.64% 13
2020
Q3 		$2.21M Sell
12,963
-2,112
-14% -$355K 1.73% 14
2020
Q2 		$2.36M Sell
15,075
-885
-6% -$131K 1.96% 14
2020
Q1 		$2.06M Sell
15,960
-4,655
-23% -$720K 2.19% 12
2019
Q4 		$3.37M Buy
+20,615
New +$3.23M 2.76% 11

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Financial Partners's VTI Position: Q1 2026 in Review

Strategic Financial Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q1 2026, selling an estimated $183K and leaving 9,158 shares worth $2.94M. The position accounts for 1.27% of the portfolio, ranked #20.

Strategic Financial Partners first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.37M in Q4 2019. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Strategic Financial Partners held 9,158 shares of Vanguard Morningstar Total Stock Market ETF worth $2.94M as of Q1 2026.
  • Strategic Financial Partners sold 544 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $183K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.27% of Strategic Financial Partners's portfolio in Q1 2026, its #20 holding.
  • Strategic Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $3.37M in Q4 2019.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.