WAAG
VTI icon

Wealth Alliance Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealth Alliance Advisory 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 		$15.4M Buy
41,721
+826
+2% +$295K 2.23% 10
2026
Q1 		$13.1M Buy
40,895
+2,464
+6% +$827K 2.08% 12
2025
Q4 		$12.9M Buy
38,431
+674
+2% +$224K 2.21% 10
2025
Q3 		$12.4M Buy
37,757
+15
+0% +$4.74K 2.23% 10
2025
Q2 		$11.5M Buy
37,742
+1,403
+4% +$395K 2.18% 11
2025
Q1 		$9.99M Buy
36,339
+2,879
+9% +$836K 2.07% 13
2024
Q4 		$9.7M Buy
33,460
+336
+1% +$98K 2.05% 14
2024
Q3 		$9.38M Buy
+33,124
New +$9.03M 1.97% 13
2024
Q1 		– Sell
-1,860
Closed -$441K – 199
2023
Q4 		$441K Sell
1,860
-243
-12% -$53.7K 0.12% 110
2023
Q3 		$447K Sell
2,103
-60,203
-97% -$13.3M 0.13% 99
2023
Q2 		$13.7M Sell
62,306
-1,308
-2% -$273K 4.85% 5
2023
Q1 		$13M Buy
63,614
+535
+0.8% +$107K 4.86% 5
2022
Q4 		$12.1M Buy
63,079
+4,335
+7% +$835K 4.61% 5
2022
Q3 		$10.5M Buy
+58,744
New +$11.7M 4.65% 5
2018
Q4 		– Sell
-84,929
Closed -$12.7M – 144
2018
Q3 		$12.7M Buy
84,929
+2,380
+3% +$350K 6.5% 2
2018
Q2 		$11.6M Buy
82,549
+4,483
+6% +$625K 6.36% 2
2018
Q1 		$10.6M Buy
78,066
+14,305
+22% +$2.01M 6.17% 2
2017
Q4 		$8.75M Buy
+63,761
New +$8.53M 7.86% 1

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

Wealth Alliance Advisory Group's VTI Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, buying an estimated $295K and bringing the position to 41,721 shares worth $15.4M. The position accounts for 2.23% of the portfolio, ranked #10.

Wealth Alliance Advisory Group first reported a position in VTI in Q4 2017 and has held it in 18 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Alliance Advisory Group held 41,721 shares of Vanguard Morningstar Total Stock Market ETF worth $15.4M as of Q2 2026.
  • Wealth Alliance Advisory Group bought 826 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $295K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.23% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #10 holding.
  • Wealth Alliance Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 18 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.