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Summit Financial Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Summit Financial Strategies’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 		$1.62M Sell
4,368
-85
-2% -$30.4K 0.11% 61
2026
Q1 		$1.43M Sell
4,453
-643
-13% -$216K 0.11% 58
2025
Q4 		$1.71M Buy
5,096
+136
+3% +$45.2K 0.14% 52
2025
Q3 		$1.63M Buy
4,960
+128
+3% +$40.4K 0.14% 49
2025
Q2 		$1.47M Buy
4,832
+56
+1% +$15.8K 0.14% 52
2025
Q1 		$1.31M Sell
4,776
-50
-1% -$14.5K 0.13% 51
2024
Q4 		$1.4M Buy
4,826
+110
+2% +$32.1K 0.15% 51
2024
Q3 		$1.34M Sell
4,716
-173
-4% -$47.2K 0.15% 50
2024
Q2 		$1.31M Buy
4,889
+288
+6% +$74.5K 0.16% 48
2024
Q1 		$1.2M Sell
4,601
-15
-0.3% -$3.71K 0.17% 47
2023
Q4 		$1.09M Buy
4,616
+9
+0.2% +$1.99K 0.17% 47
2023
Q3 		$979K Sell
4,607
-85
-2% -$18.8K 0.19% 41
2023
Q2 		$1.03M Sell
4,692
-1,138
-20% -$237K 0.19% 39
2023
Q1 		$1.19M Buy
5,830
+1,092
+23% +$219K 0.23% 35
2022
Q4 		$906K Buy
4,738
+432
+10% +$83.3K 0.2% 41
2022
Q3 		$773K Buy
4,306
+71
+2% +$14.2K 0.18% 44
2022
Q2 		$799K Buy
4,235
+450
+12% +$92.5K 0.19% 42
2022
Q1 		$862K Sell
3,785
-1,603
-30% -$360K 0.17% 43
2021
Q4 		$1.3M Buy
5,388
+6
+0.1% +$1.42K 0.25% 30
2021
Q3 		$1.2M Hold
5,382
– – 0.23% 35
2021
Q2 		$1.2M Buy
+5,382
New +$1.17M 0.24% 34
2021
Q1 		– Sell
-6,677
Closed -$1.3M – 82
2020
Q4 		$1.3M Sell
6,677
-200
-3% -$36.6K 0.45% 22
2020
Q3 		$1.17M Hold
6,877
– – 0.48% 22
2020
Q2 		$1.08M Buy
6,877
+5,224
+316% +$770K 0.48% 21
2020
Q1 		$213K Buy
+1,653
New +$256K 0.12% 56

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Summit Financial Strategies's VTI Position: Q2 2026 in Review

Summit Financial Strategies reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $30.4K and leaving 4,368 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #61.

Summit Financial Strategies first reported a position in VTI in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.71M in Q4 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Summit Financial Strategies held 4,368 shares of Vanguard Morningstar Total Stock Market ETF worth $1.62M as of Q2 2026.
  • Summit Financial Strategies sold 85 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $30.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Summit Financial Strategies's portfolio in Q2 2026, its #61 holding.
  • Summit Financial Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • Summit Financial Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $1.71M in Q4 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.