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

SWP Financial’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 		$288K Hold
777
– – 0.13% 62
2026
Q1 		$249K Sell
777
-177
-19% -$59.4K 0.13% 64
2025
Q4 		$320K Sell
954
-115
-11% -$38.3K 0.16% 56
2025
Q3 		$351K Sell
1,069
-40
-4% -$12.6K 0.18% 53
2025
Q2 		$337K Sell
1,109
-8
-0.7% -$2.25K 0.19% 54
2025
Q1 		$307K Sell
1,117
-67
-6% -$19.5K 0.19% 50
2024
Q4 		$343K Sell
1,184
-7,233
-86% -$2.11M 0.21% 49
2024
Q3 		$2.38M Sell
8,417
-17
-0.2% -$4.64K 1.45% 20
2024
Q2 		$2.26M Sell
8,434
-12,243
-59% -$3.17M 1.49% 19
2024
Q1 		$5.32M Sell
20,677
-657
-3% -$163K 3.73% 13
2023
Q4 		$5.06M Buy
+21,334
New +$4.72M 3.93% 13

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

SWP Financial's VTI Position: Q2 2026 in Review

SWP Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 777 shares worth $288K. The position accounts for 0.13% of the portfolio, ranked #62.

SWP Financial first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.32M in Q1 2024. 2,143 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SWP Financial held 777 shares of Vanguard Morningstar Total Stock Market ETF worth $288K as of Q2 2026.
  • SWP Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of SWP Financial's portfolio in Q2 2026, its #62 holding.
  • SWP Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $5.32M in Q1 2024.
  • 2,143 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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