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

Taylor Financial 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	$211K	Buy	+570	New	+$204K	0.12%	99

Other funds holding VTI

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

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Taylor Financial Group's VTI Position: Q2 2026 in Review

Taylor Financial Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 570 shares worth $211K. The stake represents 0.12% of the portfolio and ranks #99 among its holdings.

1,891 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Taylor Financial Group held 570 shares of Vanguard Morningstar Total Stock Market ETF worth $211K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Taylor Financial Group position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Taylor Financial Group's portfolio in Q2 2026, its #99 holding.
1,891 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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