Addis & Hill’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Addis & Hill’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	$22.5M	Hold	60,866	–	–	12.41%	3
2026 Q2	$22.5M	Sell	60,866 -1,472	-2%	-$526K	12.41%	3
2026 Q1	$20M	Sell	62,338 -1,064	-2%	-$357K	12.16%	2
2025 Q4	$21.3M	Sell	63,402 -3,016	-5%	-$1M	12.88%	2
2025 Q3	$21.9M	Sell	66,418 -1,455	-2%	-$460K	13.34%	2
2025 Q2	$20.6M	Sell	67,873 -5,839	-8%	-$1.64M	13.47%	2
2025 Q1	$20.3M	Sell	73,712 -1,008	-1%	-$293K	14.14%	2
2024 Q4	$21.7M	Buy	74,720 +575	+0.8%	+$168K	16.01%	2
2024 Q3	$21M	Sell	74,145 -521	-0.7%	-$142K	16.08%	2
2024 Q2	$20.1M	Sell	74,666 -1,624	-2%	-$420K	16.78%	2
2024 Q1	$19.7M	Sell	76,290 -5,360	-7%	-$1.33M	16.77%	2
2023 Q4	$20.8M	Buy	+81,650	New	+$18.1M	18.51%	2

Other funds holding VTI

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Addis & Hill's VTI Position: Q3 2026 in Review

Addis & Hill held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 60,866 shares worth $22.5M. The position accounts for 12.41% of the portfolio, ranked #3.

Addis & Hill first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Addis & Hill held 60,866 shares of Vanguard Morningstar Total Stock Market ETF worth $22.5M as of Q3 2026.
Addis & Hill left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 12.41% of Addis & Hill's portfolio in Q3 2026, its #3 holding.
Addis & Hill first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Addis & Hill's 13F filing for Q3 2026, filed 19 Oct 2026.