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

Syntegra Private 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	$7.22M	Buy	19,503 +2	+0%	+$715	0.56%	21
2026 Q1	$6.26M	Buy	19,501 +48	+0.2%	+$16.1K	0.59%	23
2025 Q4	$6.52M	Sell	19,453 -31	-0.2%	-$10.3K	0.6%	24
2025 Q3	$6.39M	Hold	19,484	–	–	0.6%	23
2025 Q2	$5.92M	Buy	19,484 +1,454	+8%	+$409K	0.6%	22
2025 Q1	$4.96M	Buy	18,030 +18	+0.1%	+$5.23K	0.58%	21
2024 Q4	$5.22M	Sell	18,012 -60	-0.3%	-$17.5K	0.59%	22
2024 Q3	$5.12M	Sell	18,072 -24	-0.1%	-$6.55K	0.59%	22
2024 Q2	$4.84M	Sell	18,096 -38	-0.2%	-$9.84K	0.62%	21
2024 Q1	$4.71M	Sell	18,134 -150	-0.8%	-$37.1K	0.61%	22
2023 Q4	$4.34M	Sell	18,284 -539	-3%	-$119K	0.61%	22
2023 Q3	$4M	Sell	18,823 -295	-2%	-$65.3K	0.63%	21
2023 Q2	$4.21M	Sell	19,118 -1,461	-7%	-$305K	0.64%	22
2023 Q1	$4.2M	Buy	20,579 +11	+0.1%	+$2.2K	0.75%	21
2022 Q4	$3.94M	Buy	+20,568	New	+$3.96M	0.79%	20

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

Syntegra Private Wealth Group's VTI Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, buying an estimated $715 and bringing the position to 19,503 shares worth $7.22M. The position accounts for 0.56% of the portfolio, ranked #21.

Syntegra Private Wealth Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Syntegra Private Wealth Group held 19,503 shares of Vanguard Morningstar Total Stock Market ETF worth $7.22M as of Q2 2026.
Syntegra Private Wealth Group bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
Vanguard Morningstar Total Stock Market ETF made up 0.56% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #21 holding.
Syntegra Private Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.