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

Tull 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
Q1 		$304K Buy
948
+88
+10% +$29.5K 0.14% 23
2025
Q4 		$288K Buy
860
+106
+14% +$35.3K 0.12% 24
2025
Q3 		$247K Sell
754
-225
-23% -$71.1K 0.11% 28
2025
Q2 		$297K Buy
979
+34
+4% +$9.56K 0.14% 26
2025
Q1 		$260K Buy
945
+46
+5% +$13.4K 0.15% 25
2024
Q4 		$261K Buy
+899
New +$262K 0.16% 24

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tull Financial Group's VTI Position: Q1 2026 in Review

Tull Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q1 2026, buying an estimated $29.5K and bringing the position to 948 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #23.

Tull Financial Group first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Tull Financial Group held 948 shares of Vanguard Morningstar Total Stock Market ETF worth $304K as of Q1 2026.
  • Tull Financial Group bought 88 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $29.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Tull Financial Group's portfolio in Q1 2026, its #23 holding.
  • Tull Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.