Advocate Group
VTI icon

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

Advocate 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 		$5.66M Buy
15,121
+92
+0.6% +$34.5K 0.88% 49
2026
Q2 		$5.56M Sell
15,029
-3,100
-17% -$1.11M 0.84% 49
2026
Q1 		$5.82M Sell
18,129
-212
-1% -$71.1K 0.91% 49
2025
Q4 		$6.15M Sell
18,341
-729
-4% -$243K 0.99% 43
2025
Q3 		$6.26M Sell
19,070
-95
-0.5% -$30K 1.03% 43
2025
Q2 		$5.82M Buy
19,165
+4
+0% +$1.12K 1.04% 44
2025
Q1 		$5.27M Buy
19,161
+46
+0.2% +$13.4K 0.96% 45
2024
Q4 		$5.54M Sell
19,115
-800
-4% -$233K 1.04% 42
2024
Q3 		$5.64M Sell
19,915
-1,040
-5% -$284K 1.02% 43
2024
Q2 		$5.61M Sell
20,955
-15
-0.1% -$3.88K 1.13% 38
2024
Q1 		$5.45M Sell
20,970
-114
-0.5% -$28.2K 1.08% 41
2023
Q4 		$5M Buy
21,084
+1
+0% +$221 1.07% 42
2023
Q3 		$4.48M Buy
21,083
+63
+0.3% +$13.9K 1.04% 44
2023
Q2 		$4.63M Sell
21,020
-33
-0.2% -$6.88K 1.02% 43
2023
Q1 		$4.3M Sell
21,053
-2,468
-10% -$494K 0.94% 46
2022
Q4 		$4.5M Buy
23,521
+206
+0.9% +$39.7K 0.97% 44
2022
Q3 		$4.18M Sell
23,315
-1,802
-7% -$359K 1.03% 41
2022
Q2 		$4.74M Buy
+25,117
New +$5.16M 1.1% 39

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Advocate Group's VTI Position: Q3 2026 in Review

Advocate Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.61% in Q3 2026, buying an estimated $34.5K and bringing the position to 15,121 shares worth $5.66M. The position accounts for 0.88% of the portfolio, ranked #49.

Advocate Group first reported a position in VTI in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.26M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Advocate Group held 15,121 shares of Vanguard Morningstar Total Stock Market ETF worth $5.66M as of Q3 2026.
  • Advocate Group bought 92 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $34.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.88% of Advocate Group's portfolio in Q3 2026, its #49 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Vanguard Morningstar Total Stock Market ETF position peaked at $6.26M in Q3 2025.
  • 1,898 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.