Alpha Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Alpha Financial Partners’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	$753K	Hold	2,011	–	–	0.38%	43
2026 Q2	$744K	Sell	2,011 -26	-1%	-$9.3K	0.39%	39
2026 Q1	$653K	Sell	2,037 -25	-1%	-$8.39K	0.39%	37
2025 Q4	$691K	Sell	2,062 -18	-0.9%	-$5.99K	0.42%	35
2025 Q3	$683K	Buy	2,080 +1	+0%	+$316	0.44%	36
2025 Q2	$632K	Sell	2,079 -1,534	-42%	-$431K	0.46%	34
2025 Q1	$993K	Sell	3,613 -3	-0.1%	-$872	0.8%	19
2024 Q4	$1.05M	Buy	+3,616	New	+$1.06M	0.83%	19
2024 Q3	–	Sell	-3,482	Closed	-$932K	–	156
2024 Q2	$932K	Hold	3,482	–	–	0.81%	20
2024 Q1	$905K	Buy	3,482 +6	+0.2%	+$1.48K	0.82%	18
2023 Q4	$825K	Buy	3,476 +7	+0.2%	+$1.55K	0.81%	20
2023 Q3	$737K	Sell	3,469 -38	-1%	-$8.41K	0.86%	22
2023 Q2	$773K	Sell	3,507 -2,493	-42%	-$520K	0.82%	23
2023 Q1	$1.22M	Buy	6,000 +16	+0.3%	+$3.2K	1.38%	13
2022 Q4	$1.14M	Buy	+5,984	New	+$1.15M	1.39%	15

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Alpha Financial Partners's VTI Position: Q3 2026 in Review

Alpha Financial Partners held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 2,011 shares worth $753K. The position accounts for 0.38% of the portfolio, ranked #43.

Alpha Financial Partners first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q1 2023. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Alpha Financial Partners held 2,011 shares of Vanguard Morningstar Total Stock Market ETF worth $753K as of Q3 2026.
Alpha Financial Partners left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.38% of Alpha Financial Partners's portfolio in Q3 2026, its #43 holding.
Alpha Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Alpha Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.22M in Q1 2023.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.