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

Allied Investment 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	$8.56M	Buy	22,874 +1,002	+5%	+$376K	0.81%	45
2026 Q2	$8.09M	Buy	21,872 +43	+0.2%	+$15.4K	1.02%	43
2026 Q1	$7M	Hold	21,829	–	–	1%	39
2025 Q4	$7.32M	Hold	21,829	–	–	1.13%	38
2025 Q3	$7.16M	Buy	21,829 +409	+2%	+$129K	1.14%	39
2025 Q2	$6.51M	Buy	21,420 +6,566	+44%	+$1.85M	1.14%	37
2025 Q1	$4.08M	Buy	+14,854	New	+$4.32M	0.77%	37

Other funds holding VTI

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Allied Investment Advisors's VTI Position: Q3 2026 in Review

Allied Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q3 2026, buying an estimated $376K and bringing the position to 22,874 shares worth $8.56M. The position accounts for 0.81% of the portfolio, ranked #45.

Allied Investment Advisors first reported a position in VTI in Q1 2025 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Allied Investment Advisors held 22,874 shares of Vanguard Morningstar Total Stock Market ETF worth $8.56M as of Q3 2026.
Allied Investment Advisors bought 1,002 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $376K.
Vanguard Morningstar Total Stock Market ETF made up 0.81% of Allied Investment Advisors's portfolio in Q3 2026, its #45 holding.
Allied Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
638 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.