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

Victory 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	$3.52M	Sell	9,521 -1,171	-11%	-$419K	0.37%	45
2026 Q1	$3.43M	Buy	10,692 +27	+0.3%	+$9.06K	0.42%	40
2025 Q4	$3.58M	Sell	10,665 -540	-5%	-$180K	0.45%	38
2025 Q3	$3.68M	Sell	11,205 -1,061	-9%	-$335K	0.51%	36
2025 Q2	$3.73M	Sell	12,266 -2,070	-14%	-$582K	0.59%	33
2025 Q1	$3.93M	Sell	14,336 -2,837	-17%	-$824K	0.75%	27
2024 Q4	$4.98M	Buy	+17,173	New	+$5.01M	1.31%	15
2024 Q2	$4.99M	Buy	18,666 +518	+3%	+$134K	2.34%	10
2024 Q1	$4.72M	Sell	18,148 -4,340	-19%	-$1.07M	2.79%	8
2023 Q4	$5.33M	Buy	+22,488	New	+$4.97M	3.61%	8

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

Victory Financial Group's VTI Position: Q2 2026 in Review

Victory Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $419K and leaving 9,521 shares worth $3.52M. The position accounts for 0.37% of the portfolio, ranked #45.

Victory Financial Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.33M in Q4 2023. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Victory Financial Group held 9,521 shares of Vanguard Morningstar Total Stock Market ETF worth $3.52M as of Q2 2026.
Victory Financial Group sold 1,171 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $419K.
Vanguard Morningstar Total Stock Market ETF made up 0.37% of Victory Financial Group's portfolio in Q2 2026, its #45 holding.
Victory Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Victory Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $5.33M in Q4 2023.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.