Swisher Financial Concepts’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Swisher Financial Concepts’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	$17.7M	Sell	47,901 -52	-0.1%	-$18.6K	11.16%	1
2026 Q1	$15.4M	Buy	47,953 +1,501	+3%	+$504K	8.61%	1
2025 Q4	$15.6M	Buy	46,452 +1,364	+3%	+$454K	8.84%	1
2025 Q3	$14.8M	Buy	45,088 +5,722	+15%	+$1.81M	8.87%	1
2025 Q2	$12M	Buy	39,366 +5,285	+16%	+$1.49M	7.72%	1
2025 Q1	$9.37M	Buy	+34,081	New	+$9.9M	7.74%	3
2024 Q4	–	Sell	-4,460	Closed	-$1.23M	–	85
2024 Q3	$1.23M	Buy	4,460 +3,034	+213%	+$828K	0.78%	21
2024 Q2	$384K	Buy	1,426 +508	+55%	+$131K	0.39%	47
2024 Q1	$234K	Buy	+918	New	+$227K	0.2%	75

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Swisher Financial Concepts's VTI Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.11% in Q2 2026, selling an estimated $18.6K and leaving 47,901 shares worth $17.7M. The position accounts for 11.16% of the portfolio, ranked #1.

Swisher Financial Concepts first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Swisher Financial Concepts held 47,901 shares of Vanguard Morningstar Total Stock Market ETF worth $17.7M as of Q2 2026.
Swisher Financial Concepts sold 52 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $18.6K.
Vanguard Morningstar Total Stock Market ETF made up 11.16% of Swisher Financial Concepts's portfolio in Q2 2026, its #1 holding.
Swisher Financial Concepts first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.