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

Symphony 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 		$13.5M Buy
36,664
+584
+2% +$209K 1.48% 17
2026
Q1 		$11.5M Sell
36,080
-5,484
-13% -$1.84M 1.53% 17
2025
Q4 		$14M Buy
41,564
+10,167
+32% +$3.38M 1.87% 14
2025
Q3 		$10.3M Sell
31,397
-48,571
-61% -$15.3M 1.25% 20
2025
Q2 		$21.8M Buy
79,968
+61,971
+344% +$17.4M 2.86% 5
2025
Q1 		$5.08M Buy
17,997
+1,311
+8% +$381K 3.01% 9
2024
Q4 		$4.91M Sell
16,686
-19,813
-54% -$5.78M 0.77% 36
2024
Q3 		$10.3M Buy
36,499
+1,454
+4% +$397K 1.7% 15
2024
Q2 		$9.4M Buy
35,045
+9,381
+37% +$2.43M 1.72% 15
2024
Q1 		$6.67M Sell
25,664
-8,850
-26% -$2.19M 1.55% 21
2023
Q4 		$8.14M Sell
34,514
-63,259
-65% -$14M 1.75% 16
2023
Q3 		$20.9M Buy
97,773
+40,471
+71% +$8.96M 5.11% 4
2023
Q2 		$12.5M Buy
57,302
+9,606
+20% +$2M 3.08% 6
2023
Q1 		$9.67M Sell
47,696
-6,147
-11% -$1.23M 2.5% 10
2022
Q4 		$10.6M Buy
53,843
+26,718
+98% +$5.15M 2.81% 8
2022
Q3 		$4.9M Sell
27,125
-24,747
-48% -$4.93M 1.6% 17
2022
Q2 		$9.9M Sell
51,872
-20,521
-28% -$4.22M 2.93% 8
2022
Q1 		$15.4M Buy
72,393
+34,857
+93% +$7.84M 3.62% 7
2021
Q4 		$9.1M Buy
37,536
+20,706
+123% +$4.89M 2.52% 11
2021
Q3 		$3.78M Buy
16,830
+1,247
+8% +$284K 1.32% 17
2021
Q2 		$3.47M Buy
15,583
+187
+1% +$40.6K 1.18% 18
2021
Q1 		$3.26M Buy
15,396
+2,679
+21% +$542K 0.86% 24
2020
Q4 		$2.44M Sell
12,717
-2,940
-19% -$537K 0.88% 28
2020
Q3 		$2.67M Buy
15,657
+5,665
+57% +$953K 1.09% 21
2020
Q2 		$1.56M Sell
9,992
-53
-0.5% -$7.82K 0.76% 31
2020
Q1 		$1.31M Buy
+10,045
New +$1.55M 0.91% 30

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

Symphony Financial's VTI Position: Q2 2026 in Review

Symphony Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $209K and bringing the position to 36,664 shares worth $13.5M. The position accounts for 1.48% of the portfolio, ranked #17.

Symphony Financial first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. The position peaked at $21.8M in Q2 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Symphony Financial held 36,664 shares of Vanguard Morningstar Total Stock Market ETF worth $13.5M as of Q2 2026.
  • Symphony Financial bought 584 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $209K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.48% of Symphony Financial's portfolio in Q2 2026, its #17 holding.
  • Symphony Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $21.8M in Q2 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.