ABLE Financial Group
VTI icon

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

ABLE 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
Q3 		$17.3M Buy
46,251
+4,769
+11% +$1.79M 2.7% 7
2026
Q2 		$15.3M Buy
41,482
+3,739
+10% +$1.34M 2.58% 6
2026
Q1 		$12.1M Buy
37,743
+6,149
+19% +$2.06M 2.37% 8
2025
Q4 		$10.6M Buy
31,594
+3,577
+13% +$1.19M 2.15% 12
2025
Q3 		$9.19M Buy
28,017
+4,912
+21% +$1.55M 1.99% 12
2025
Q2 		$7.02M Sell
23,105
-397
-2% -$112K 1.69% 17
2025
Q1 		$6.46M Buy
23,502
+5,962
+34% +$1.73M 1.81% 13
2024
Q4 		$5.08M Buy
17,540
+16,260
+1,270% +$4.74M 1.5% 16
2024
Q3 		$362K Buy
+1,280
New +$349K 0.11% 129

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
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 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

ABLE Financial Group's VTI Position: Q3 2026 in Review

ABLE Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q3 2026, buying an estimated $1.79M and bringing the position to 46,251 shares worth $17.3M. The position accounts for 2.7% of the portfolio, ranked #7.

ABLE Financial Group first reported a position in VTI in Q3 2024 and has held it in 9 quarters since. 1,054 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • ABLE Financial Group held 46,251 shares of Vanguard Morningstar Total Stock Market ETF worth $17.3M as of Q3 2026.
  • ABLE Financial Group bought 4,769 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.79M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.7% of ABLE Financial Group's portfolio in Q3 2026, its #7 holding.
  • ABLE Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.