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TFG Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TFG Advisers’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
2025
Q2 		$570K Sell
1,876
-1
-0.1% -$281 0.2% 123
2025
Q1 		$516K Sell
1,877
-3
-0.2% -$872 0.19% 126
2024
Q4 		$545K Buy
1,880
+8
+0.4% +$2.33K 0.2% 121
2024
Q3 		$530K Buy
1,872
+78
+4% +$21.3K 0.19% 127
2024
Q2 		$480K Buy
1,794
+118
+7% +$30.5K 0.19% 123
2024
Q1 		$436K Buy
1,676
+4
+0.2% +$990 0.17% 134
2023
Q4 		$397K Sell
1,672
-74
-4% -$16.4K 0.17% 133
2023
Q3 		$371K Buy
1,746
+149
+9% +$33K 0.17% 131
2023
Q2 		$352K Buy
1,597
+5
+0.3% +$1.04K 0.16% 137
2023
Q1 		$325K Buy
1,592
+5
+0.3% +$1K 0.16% 138
2022
Q4 		$303K Buy
1,587
+7
+0.4% +$1.35K 0.16% 141
2022
Q3 		$284K Sell
1,580
-65
-4% -$13K 0.16% 144
2022
Q2 		$310K Sell
1,645
-11
-0.7% -$2.26K 0.17% 138
2022
Q1 		$377K Sell
1,656
-77
-4% -$17.3K 0.17% 136
2021
Q4 		$419K Buy
1,733
+4
+0.2% +$944 0.18% 130
2021
Q3 		$384K Buy
1,729
+4
+0.2% +$912 0.19% 130
2021
Q2 		$384K Buy
1,725
+6
+0.3% +$1.3K 0.19% 131
2021
Q1 		$355K Buy
1,719
+29
+2% +$5.87K 0.18% 128
2020
Q4 		$328K Buy
1,690
+11
+0.7% +$2.01K 0.17% 136
2020
Q3 		$285K Buy
1,679
+47
+3% +$7.91K 0.16% 137
2020
Q2 		$255K Sell
1,632
-51
-3% -$7.52K 0.17% 134
2020
Q1 		$217K Sell
1,683
-25
-1% -$3.87K 0.17% 133
2019
Q4 		$279K Buy
1,708
+15
+0.9% +$2.35K 0.16% 132
2019
Q3 		$255K Buy
1,693
+5
+0.3% +$754 0.17% 132
2019
Q2 		$253K Sell
1,688
-1
-0.1% -$147 0.17% 135
2019
Q1 		$244K Buy
+1,689
New +$236K 0.18% 134

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

TFG Advisers's VTI Position: Q2 2025 in Review

TFG Advisers reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.05% in Q2 2025, selling an estimated $281 and leaving 1,876 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #123.

TFG Advisers first reported a position in VTI in Q1 2019 and has held it in 26 quarters since. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • TFG Advisers held 1,876 shares of Vanguard Morningstar Total Stock Market ETF worth $570K as of Q2 2025.
  • TFG Advisers sold 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2025, an estimated $281.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of TFG Advisers's portfolio in Q2 2025, its #123 holding.
  • TFG Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 26 quarters since.
  • 3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.