TWM
VTI icon

TCFG Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TCFG Wealth Management’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
Q1 		$229K Buy
713
+13
+2% +$4.36K 0.09% 238
2025
Q4 		$235K Sell
700
-22
-3% -$7.32K 0.09% 226
2025
Q3 		$237K Buy
+722
New +$228K 0.09% 225

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

TCFG Wealth Management's VTI Position: Q1 2026 in Review

TCFG Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q1 2026, buying an estimated $4.36K and bringing the position to 713 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #238.

TCFG Wealth Management first reported a position in VTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $237K in Q3 2025. 3,572 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • TCFG Wealth Management held 713 shares of Vanguard Morningstar Total Stock Market ETF worth $229K as of Q1 2026.
  • TCFG Wealth Management bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $4.36K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #238 holding.
  • TCFG Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • TCFG Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $237K in Q3 2025.
  • 3,572 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.