Toth Financial Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Toth Financial Advisory’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	$119K	Sell	323 -100	-24%	-$35.8K	0.01%	277
2026 Q1	$136K	Sell	423 -179	-30%	-$60.1K	0.01%	250
2025 Q4	$202K	Sell	602 -248	-29%	-$82.5K	0.02%	217
2025 Q3	$279K	Buy	850 +761	+855%	+$240K	0.03%	203
2025 Q2	$27.1K	Buy	+89	New	+$25K	﹤0.01%	400
2022 Q4	–	Sell	-10	Closed	-$2K	–	810
2022 Q3	$2K	Sell	10 -101	-91%	-$20.1K	﹤0.01%	660
2022 Q2	$21K	Buy	+111	New	+$22.8K	﹤0.01%	368
2020 Q4	–	Sell	-36	Closed	-$6K	–	634
2020 Q3	$6K	Hold	36	–	–	﹤0.01%	422
2020 Q2	$6K	Hold	36	–	–	﹤0.01%	401
2020 Q1	$5K	Buy	+36	New	+$5.57K	﹤0.01%	334

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

Toth Financial Advisory's VTI Position: Q2 2026 in Review

Toth Financial Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q2 2026, selling an estimated $35.8K and leaving 323 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #277.

Toth Financial Advisory first reported a position in VTI in Q1 2020 and has held it in 10 quarters since. The position peaked at $279K in Q3 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Toth Financial Advisory held 323 shares of Vanguard Morningstar Total Stock Market ETF worth $119K as of Q2 2026.
Toth Financial Advisory sold 100 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $35.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #277 holding.
Toth Financial Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 10 quarters since.
Toth Financial Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $279K in Q3 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.