WFS
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Walker Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Walker Financial Services’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 		$389K Hold
1,051
– – 0.12% 34
2026
Q1 		$337K Buy
1,051
+1
+0.1% +$336 0.12% 35
2025
Q4 		$352K Sell
1,050
-6
-0.6% -$2K 0.13% 34
2025
Q3 		$347K Hold
1,056
– – 0.13% 34
2025
Q2 		$321K Sell
1,056
-9
-0.8% -$2.53K 0.15% 27
2025
Q1 		$293K Buy
+1,065
New +$309K 0.15% 22

Other funds holding VTI

WI
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
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Walker Financial Services's VTI Position: Q2 2026 in Review

Walker Financial Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,051 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #34.

Walker Financial Services first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Walker Financial Services held 1,051 shares of Vanguard Morningstar Total Stock Market ETF worth $389K as of Q2 2026.
  • Walker Financial Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Walker Financial Services's portfolio in Q2 2026, its #34 holding.
  • Walker Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.