TKG Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TKG Advisors’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	$1.36M	Sell	3,664 -93	-2%	-$33.3K	0.47%	52
2026 Q1	$1.21M	Sell	3,757 -56	-1%	-$18.8K	0.5%	49
2025 Q4	$1.28M	Sell	3,813 -348	-8%	-$116K	0.52%	49
2025 Q3	$1.37M	Sell	4,161 -50	-1%	-$15.8K	0.58%	44
2025 Q2	$1.28M	Buy	4,211 +184	+5%	+$51.8K	0.57%	43
2025 Q1	$1.11M	Sell	4,027 -10	-0.2%	-$2.9K	0.55%	44
2024 Q4	$1.22M	Sell	4,037 -347	-8%	-$101K	0.56%	48
2024 Q3	$1.24M	Sell	4,384 -55	-1%	-$15K	0.61%	46
2024 Q2	$1.19M	Hold	4,439	–	–	0.64%	42
2024 Q1	$1.15M	Sell	4,439 -1,183	-21%	-$293K	0.64%	45
2023 Q4	$1.33M	Sell	5,622 -917	-14%	-$203K	0.8%	39
2023 Q3	$1.39M	Buy	6,539 +3,734	+133%	+$827K	0.93%	42
2023 Q2	$618K	Sell	2,805 -589	-17%	-$123K	0.4%	51
2023 Q1	$693K	Sell	3,394 -763	-18%	-$153K	0.43%	48
2022 Q4	$795K	Buy	+4,157	New	+$801K	0.52%	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

TKG Advisors's VTI Position: Q2 2026 in Review

TKG Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, selling an estimated $33.3K and leaving 3,664 shares worth $1.36M. The position accounts for 0.47% of the portfolio, ranked #52.

TKG Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q3 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

TKG Advisors held 3,664 shares of Vanguard Morningstar Total Stock Market ETF worth $1.36M as of Q2 2026.
TKG Advisors sold 93 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $33.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.47% of TKG Advisors's portfolio in Q2 2026, its #52 holding.
TKG Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
TKG Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.39M in Q3 2023.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.