VFG
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V2 Financial group’s Vanguard Morningstar 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
Q2 		$1.92M Buy
5,197
+985
+23% +$352K 0.72% 21
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

V2 Financial group's VTI Position: Q2 2026 in Review

V2 Financial group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q2 2026, buying an estimated $352K and bringing the position to 5,197 shares worth $1.92M. The position accounts for 0.72% of the portfolio, ranked #21.

V2 Financial group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • V2 Financial group held 5,197 shares of Vanguard Morningstar Total Stock Market ETF worth $1.92M as of Q2 2026.
  • V2 Financial group bought 985 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $352K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.72% of V2 Financial group's portfolio in Q2 2026, its #21 holding.
  • V2 Financial group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.