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

Wood Tarver 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	$55.8M	Buy	150,917 +4,626	+3%	+$1.65M	13.18%	1
2026 Q1	$46.9M	Sell	146,291 -15,693	-10%	-$5.27M	12.97%	1
2025 Q4	$54.3M	Sell	161,984 -702	-0.4%	-$234K	15.25%	1
2025 Q3	$53.4M	Buy	162,686 +3,476	+2%	+$1.1M	15.75%	1
2025 Q2	$48.4M	Sell	159,210 -1,524	-0.9%	-$429K	14.56%	1
2025 Q1	$44.2M	Buy	160,734 +5,818	+4%	+$1.69M	14.39%	1
2024 Q4	$44.9M	Buy	+154,916	New	+$45.2M	15.01%	1

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

Wood Tarver Financial Group's VTI Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, buying an estimated $1.65M and bringing the position to 150,917 shares worth $55.8M. The position accounts for 13.18% of the portfolio, ranked #1.

Wood Tarver Financial Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wood Tarver Financial Group held 150,917 shares of Vanguard Morningstar Total Stock Market ETF worth $55.8M as of Q2 2026.
Wood Tarver Financial Group bought 4,626 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.65M.
Vanguard Morningstar Total Stock Market ETF made up 13.18% of Wood Tarver Financial Group's portfolio in Q2 2026, its #1 holding.
Wood Tarver Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.