USA FINANCIAL FORMULAS’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

USA FINANCIAL FORMULAS’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	$656K	Buy	+1,773	New	+$634K	0.12%	65

Other funds holding VTI

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

USA FINANCIAL FORMULAS's VTI Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,773 shares worth $656K. The stake represents 0.12% of the portfolio and ranks #65 among its holdings.

2,217 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

USA FINANCIAL FORMULAS held 1,773 shares of Vanguard Morningstar Total Stock Market ETF worth $656K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #65 holding.
2,217 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.