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

TFC Financial 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
Q2 		$2.45M Buy
6,627
+47
+0.7% +$16.8K 0.27% 32
2026
Q1 		$2.11M Buy
6,580
+688
+12% +$231K 0.26% 32
2025
Q4 		$1.98M Buy
5,892
+2,359
+67% +$785K 0.25% 33
2025
Q3 		$1.16M Buy
3,533
+727
+26% +$230K 0.15% 50
2025
Q2 		$853K Buy
2,806
+257
+10% +$72.3K 0.12% 59
2025
Q1 		$700K Buy
2,549
+1,753
+220% +$509K 0.11% 58
2024
Q4 		$231K Sell
796
-132
-14% -$38.5K 0.04% 118
2024
Q3 		$263K Sell
928
-73
-7% -$19.9K 0.04% 114
2024
Q2 		$268K Buy
1,001
+707
+240% +$183K 0.05% 102
2024
Q1 		$76.3K Buy
294
+1
+0.3% +$247 0.01% 199
2023
Q4 		$69.5K Buy
293
+1
+0.3% +$221 0.01% 201
2023
Q3 		$62.1K Sell
292
-479
-62% -$106K 0.01% 203
2023
Q2 		$170K Buy
771
+480
+165% +$100K 0.04% 123
2023
Q1 		$59.3K Buy
291
+1
+0.3% +$200 0.02% 214
2022
Q4 		$55.4K Buy
290
+1
+0.3% +$193 0.02% 197
2022
Q3 		$52K Buy
289
+2
+0.7% +$399 0.02% 197
2022
Q2 		$54K Hold
287
– – 0.02% 200
2022
Q1 		$65K Hold
287
– – 0.02% 190
2021
Q4 		$69K Sell
287
-44
-13% -$10.4K 0.02% 193
2021
Q3 		$74K Buy
331
+44
+15% +$10K 0.02% 184
2021
Q2 		$64K Hold
287
– – 0.02% 185
2021
Q1 		$59K Buy
287
+10
+4% +$2.02K 0.02% 185
2020
Q4 		$54K Buy
277
+43
+18% +$7.86K 0.02% 189
2020
Q3 		$40K Buy
+234
New +$39.4K 0.02% 192

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

TFC Financial Management's VTI Position: Q2 2026 in Review

TFC Financial Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.71% in Q2 2026, buying an estimated $16.8K and bringing the position to 6,627 shares worth $2.45M. The position accounts for 0.27% of the portfolio, ranked #32.

TFC Financial Management first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • TFC Financial Management held 6,627 shares of Vanguard Morningstar Total Stock Market ETF worth $2.45M as of Q2 2026.
  • TFC Financial Management bought 47 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of TFC Financial Management's portfolio in Q2 2026, its #32 holding.
  • TFC Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.