Altus Wealth Group
VTI icon

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

Altus Wealth 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 		$1.75M Buy
4,664
+563
+14% +$211K 0.66% 27
2026
Q2 		$1.52M Buy
4,101
+10
+0.2% +$3.58K 0.55% 31
2026
Q1 		$1.31M Buy
4,091
+14
+0.3% +$4.7K 0.54% 37
2025
Q4 		$1.37M Buy
4,077
+4
+0.1% +$1.33K 0.55% 36
2025
Q3 		$1.34M Buy
4,073
+1
+0% +$316 0.55% 38
2025
Q2 		$1.24M Buy
4,072
+404
+11% +$114K 0.55% 39
2025
Q1 		$1.01M Buy
3,668
+1,015
+38% +$295K 0.47% 43
2024
Q4 		$769K Buy
2,653
+3
+0.1% +$875 0.34% 66
2024
Q3 		$750K Sell
2,650
-232
-8% -$63.3K 0.32% 68
2024
Q2 		$771K Buy
2,882
+95
+3% +$24.6K 0.39% 61
2024
Q1 		$724K Buy
2,787
+143
+5% +$35.4K 0.36% 63
2023
Q4 		$627K Sell
2,644
-1
-0% -$221 0.35% 69
2023
Q3 		$562K Sell
2,645
-676
-20% -$150K 0.36% 69
2023
Q2 		$732K Sell
3,321
-75
-2% -$15.6K 0.45% 54
2023
Q1 		$693K Buy
3,396
+474
+16% +$94.9K 0.47% 55
2022
Q4 		$559K Buy
2,922
+409
+16% +$78.8K 0.42% 63
2022
Q3 		$558K Hold
2,513
– – 0.55% 51
2022
Q2 		$558K Sell
2,513
-487
-16% -$100K 0.55% 51
2022
Q1 		$683K Buy
3,000
+459
+18% +$103K 0.56% 41
2021
Q4 		$614K Buy
2,541
+28
+1% +$6.61K 0.51% 48
2021
Q3 		$558K Buy
2,513
+219
+10% +$49.9K 0.55% 51
2021
Q2 		$511K Buy
2,294
+277
+14% +$60.1K 0.5% 50
2021
Q1 		$435K Buy
2,017
+369
+22% +$74.7K 0.43% 57
2020
Q4 		$321K Buy
+1,648
New +$301K 0.31% 64

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Altus Wealth Group's VTI Position: Q3 2026 in Review

Altus Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q3 2026, buying an estimated $211K and bringing the position to 4,664 shares worth $1.75M. The position accounts for 0.66% of the portfolio, ranked #27.

Altus Wealth Group first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Altus Wealth Group held 4,664 shares of Vanguard Morningstar Total Stock Market ETF worth $1.75M as of Q3 2026.
  • Altus Wealth Group bought 563 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $211K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of Altus Wealth Group's portfolio in Q3 2026, its #27 holding.
  • Altus Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.