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

Strategic Wealth Investment 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 		$330K Sell
891
-555
-38% -$198K 0.04% 90
2026
Q1 		$464K Sell
1,446
-121
-8% -$40.6K 0.06% 73
2025
Q4 		$525K Sell
1,567
-7,223
-82% -$2.4M 0.06% 73
2025
Q3 		$2.88M Buy
8,790
+8,682
+8,039% +$2.74M 0.24% 55
2025
Q2 		$32.7K Buy
+108
New +$30.4K 0.05% 70
2025
Q1 		– Sell
-53,144
Closed -$15.4M – 123
2024
Q4 		$15.4M Sell
53,144
-6,826
-11% -$1.99M 1.7% 19
2024
Q3 		$16.8M Sell
59,970
-58,929
-50% -$16.1M 1.8% 17
2024
Q2 		$31.9M Buy
+118,899
New +$30.8M 4.03% 5
2023
Q4 		$27M Buy
113,940
+4,158
+4% +$919K 4.06% 6
2023
Q3 		$23.3M Buy
109,782
+1,163
+1% +$257K 4.23% 6
2023
Q2 		$23.9M Buy
108,619
+12,213
+13% +$2.55M 3.8% 7
2023
Q1 		$19.7M Buy
96,406
+13,232
+16% +$2.65M 3.65% 6
2022
Q4 		$16.4M Buy
83,174
+11,720
+16% +$2.26M 3.78% 6
2022
Q3 		$12.8M Buy
71,454
+3,125
+5% +$623K 3.69% 6
2022
Q2 		$12.9M Sell
68,329
-6,370
-9% -$1.31M 3.23% 6
2022
Q1 		$17M Buy
74,699
+6,762
+10% +$1.52M 4.06% 7
2021
Q4 		$16.4M Buy
67,937
+6,460
+11% +$1.53M 4.27% 6
2021
Q3 		$13.7M Buy
61,477
+9,676
+19% +$2.21M 4.08% 6
2021
Q2 		$11.5M Buy
51,801
+8,667
+20% +$1.88M 4.09% 6
2021
Q1 		$8.91M Buy
43,134
+5,149
+14% +$1.04M 4.28% 5
2020
Q4 		$7.39M Buy
37,985
+6,168
+19% +$1.13M 4.33% 6
2020
Q3 		$5.42M Buy
31,817
+6,307
+25% +$1.06M 4.08% 7
2020
Q2 		$3.99M Buy
25,510
+23,786
+1,380% +$3.51M 3.91% 7
2020
Q1 		$222K Sell
1,724
-35,506
-95% -$5.49M 0.36% 40
2019
Q4 		$6.09M Buy
+37,230
New +$5.83M 6.32% 4

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Wealth Investment Group's VTI Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 38% in Q2 2026, selling an estimated $198K and leaving 891 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #90.

Strategic Wealth Investment Group first reported a position in VTI in Q4 2019 and has held it in 25 quarters since. The position peaked at $31.9M in Q2 2024. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Strategic Wealth Investment Group held 891 shares of Vanguard Morningstar Total Stock Market ETF worth $330K as of Q2 2026.
  • Strategic Wealth Investment Group sold 555 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $198K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #90 holding.
  • Strategic Wealth Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $31.9M in Q2 2024.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.