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ACT Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

ACT Advisors’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 		$7.23M Buy
19,322
+908
+5% +$340K 2.35% 10
2026
Q2 		$6.81M Sell
18,414
-388
-2% -$139K 2.27% 10
2026
Q1 		$6.03M Buy
18,802
+50
+0.3% +$16.8K 2.57% 9
2025
Q4 		$6.29M Sell
18,752
-541
-3% -$180K 2.48% 12
2025
Q3 		$6.33M Sell
19,293
-1,747
-8% -$552K 2.56% 12
2025
Q2 		$6.39M Sell
21,040
-4,744
-18% -$1.33M 2.96% 10
2025
Q1 		$7.09M Buy
25,784
+613
+2% +$178K 3.85% 9
2024
Q4 		$7.29M Sell
25,171
-1,580
-6% -$461K 3.93% 9
2024
Q3 		$7.57M Sell
26,751
-949
-3% -$259K 3.57% 9
2024
Q2 		$7.41M Sell
27,700
-2,128
-7% -$551K 3.86% 8
2024
Q1 		$7.75M Sell
29,828
-508
-2% -$126K 4.25% 9
2023
Q4 		$7.2M Buy
30,336
+1,219
+4% +$269K 4.1% 9
2023
Q3 		$6.18M Buy
29,117
+1,581
+6% +$350K 3.83% 8
2023
Q2 		$6.07M Sell
27,536
-4,890
-15% -$1.02M 4.01% 9
2023
Q1 		$6.62M Sell
32,426
-200
-0.6% -$40K 4.27% 9
2022
Q4 		$6.24M Sell
32,626
-1,880
-5% -$362K 3.97% 10
2022
Q3 		$6.19M Sell
34,506
-404
-1% -$80.5K 4.32% 6
2022
Q2 		$6.58M Buy
34,910
+976
+3% +$201K 4.83% 6
2022
Q1 		$7.73M Buy
33,934
+1,581
+5% +$356K 4.97% 6
2021
Q4 		$7.81M Buy
32,353
+14,506
+81% +$3.42M 5.74% 6
2021
Q3 		$3.96M Buy
17,847
+5,470
+44% +$1.25M 3.06% 7
2021
Q2 		$2.78M Buy
12,377
+2
+0% +$434 2.11% 8
2021
Q1 		$2.7M Sell
12,375
-1,711
-12% -$346K 2.13% 8
2020
Q4 		$2.74M Buy
+14,086
New +$2.57M 2.49% 7

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

ACT Advisors's VTI Position: Q3 2026 in Review

ACT Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q3 2026, buying an estimated $340K and bringing the position to 19,322 shares worth $7.23M. The position accounts for 2.35% of the portfolio, ranked #10.

ACT Advisors first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.81M in Q4 2021. 957 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • ACT Advisors held 19,322 shares of Vanguard Morningstar Total Stock Market ETF worth $7.23M as of Q3 2026.
  • ACT Advisors bought 908 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $340K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.35% of ACT Advisors's portfolio in Q3 2026, its #10 holding.
  • ACT Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • ACT Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $7.81M in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.