V2 Financial group’s Vanguard Total Stock Market ETF VTI Stock Holding History

V2 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	$1.35M	Buy	4,212 +2	+0%	+$671	0.63%	28
2025 Q4	$1.41M	Buy	4,210 +610	+17%	+$203K	0.7%	22
2025 Q3	$1.18M	Buy	3,600 +300	+9%	+$94.8K	0.65%	21
2025 Q2	$1M	Hold	3,300	–	–	0.6%	22
2025 Q1	$907K	Hold	3,300	–	–	0.58%	26
2024 Q4	$956K	Hold	3,300	–	–	0.58%	28
2024 Q3	$934K	Sell	3,300 -300	-8%	-$81.8K	0.6%	24
2024 Q2	$971K	Hold	3,600	–	–	0.65%	23
2024 Q1	$936K	Hold	3,600	–	–	0.64%	22
2023 Q4	$854K	Sell	3,600 -3	-0.1%	-$663	0.59%	24
2023 Q3	$765K	Sell	3,603 -65	-2%	-$14.4K	0.57%	23
2023 Q2	$808K	Sell	3,668 -1	-0%	-$209	0.58%	25
2023 Q1	$749K	Buy	3,669 +62	+2%	+$12.4K	0.54%	25
2022 Q4	$690K	Buy	3,607 +7	+0.2%	+$1.35K	0.55%	25
2022 Q3	$646K	Hold	3,600	–	–	0.57%	24
2022 Q2	$679K	Hold	3,600	–	–	0.55%	24
2022 Q1	$820K	Hold	3,600	–	–	0.62%	27
2021 Q4	$869K	Hold	3,600	–	–	0.67%	33
2021 Q3	$799K	Hold	3,600	–	–	0.69%	26
2021 Q2	$802K	Hold	3,600	–	–	0.68%	29
2021 Q1	$744K	Hold	3,600	–	–	0.67%	25
2020 Q4	$701K	Buy	+3,600	New	+$658K	0.71%	22

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V2 Financial group's VTI Position: Q1 2026 in Review

V2 Financial group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.05% in Q1 2026, buying an estimated $671 and bringing the position to 4,212 shares worth $1.35M. The position accounts for 0.63% of the portfolio, ranked #28.

V2 Financial group first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

V2 Financial group held 4,212 shares of Vanguard Total Stock Market ETF worth $1.35M as of Q1 2026.
V2 Financial group bought 2 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $671.
Vanguard Total Stock Market ETF made up 0.63% of V2 Financial group's portfolio in Q1 2026, its #28 holding.
V2 Financial group first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's Vanguard Total Stock Market ETF position peaked at $1.41M in Q4 2025.
3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.