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STACKSTONE WEALTH, LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$1.65M Buy
+4,412
New +$1.65M 0.16% 150

Other funds holding VTI

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VTI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 4,412 shares worth $1.65M. The stake represents 0.16% of the portfolio and ranks #150 among its holdings.

947 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 4,412 shares of Vanguard Morningstar Total Stock Market ETF worth $1.65M as of Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #150 holding.
  • 947 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.