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

Tilson 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	$686K	Buy	1,855 +10	+0.5%	+$3.58K	0.19%	49
2026 Q1	$592K	Hold	1,845	–	–	0.18%	51
2025 Q4	$618K	Buy	1,845 +1	+0.1%	+$333	0.19%	52
2025 Q3	$605K	Sell	1,844 -98	-5%	-$31K	0.2%	51
2025 Q2	$590K	Sell	1,942 -5,409	-74%	-$1.52M	0.22%	46
2025 Q1	$2.02M	Buy	7,351 +20	+0.3%	+$5.81K	0.8%	28
2024 Q4	$2.14M	Buy	7,331 +5,389	+277%	+$1.57M	0.87%	29
2024 Q3	$550K	Buy	+1,942	New	+$530K	0.24%	48
2024 Q2	–	Sell	-1,942	Closed	-$505K	–	65
2024 Q1	$505K	Hold	1,942	–	–	0.27%	50
2023 Q4	$461K	Hold	1,942	–	–	0.3%	45
2023 Q3	$413K	Buy	+1,942	New	+$430K	0.32%	47
2023 Q2	–	Sell	-1,942	Closed	-$396K	–	56
2023 Q1	$396K	Hold	1,942	–	–	0.32%	45
2022 Q4	$371K	Buy	+1,942	New	+$374K	0.32%	47

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

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

Tilson Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.54% in Q2 2026, buying an estimated $3.58K and bringing the position to 1,855 shares worth $686K. The position accounts for 0.19% of the portfolio, ranked #49.

Tilson Financial Group first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.14M in Q4 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Tilson Financial Group held 1,855 shares of Vanguard Morningstar Total Stock Market ETF worth $686K as of Q2 2026.
Tilson Financial Group bought 10 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.58K.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Tilson Financial Group's portfolio in Q2 2026, its #49 holding.
Tilson Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
Tilson Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.14M in Q4 2024.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.