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

Summit Wealth 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 		$2.22M Sell
5,995
-268
-4% -$95.8K 0.45% 39
2026
Q1 		$2.01M Sell
6,263
-30
-0.5% -$10.1K 0.46% 38
2025
Q4 		$2.11M Sell
6,293
-7
-0.1% -$2.33K 0.49% 36
2025
Q3 		$2.07M Sell
6,300
-174
-3% -$55K 0.5% 36
2025
Q2 		$1.97M Sell
6,474
-113
-2% -$31.8K 0.51% 35
2025
Q1 		$1.81M Sell
6,587
-283
-4% -$82.2K 0.53% 33
2024
Q4 		$1.99M Sell
6,870
-694
-9% -$202K 0.58% 32
2024
Q3 		$2.14M Sell
7,564
-7
-0.1% -$1.91K 0.62% 34
2024
Q2 		$2.02M Buy
+7,571
New +$1.96M 0.61% 31
2023
Q3 		– Sell
-8,566
Closed -$1.89M – 77
2023
Q2 		$1.89M Buy
8,566
+8,522
+19,368% +$1.78M 0.76% 22
2023
Q1 		$9K Buy
+44
New +$8.81K 0.21% 43
2021
Q1 		– Sell
-3,415
Closed -$665K – 218
2020
Q4 		$665K Buy
3,415
+3
+0.1% +$548 0.42% 26
2020
Q3 		$581K Buy
3,412
+1,326
+64% +$223K 0.5% 18
2020
Q2 		$327K Buy
2,086
+46
+2% +$6.78K 0.3% 25
2020
Q1 		$263K Buy
+2,040
New +$315K 0.27% 25

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

Summit Wealth Group's VTI Position: Q2 2026 in Review

Summit Wealth Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q2 2026, selling an estimated $95.8K and leaving 5,995 shares worth $2.22M. The position accounts for 0.45% of the portfolio, ranked #39.

Summit Wealth Group first reported a position in VTI in Q1 2020 and has held it in 15 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Summit Wealth Group held 5,995 shares of Vanguard Morningstar Total Stock Market ETF worth $2.22M as of Q2 2026.
  • Summit Wealth Group sold 268 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $95.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.45% of Summit Wealth Group's portfolio in Q2 2026, its #39 holding.
  • Summit Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 15 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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