Avid Wealth Partners
VTI icon

Avid Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Avid Wealth 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 		$432K Buy
1,155
+289
+33% +$108K 0.2% 52
2026
Q2 		$320K Buy
+866
New +$310K 0.16% 55

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LPL Financial
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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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Avid Wealth Partners's VTI Position: Q3 2026 in Review

Avid Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 33% in Q3 2026, buying an estimated $108K and bringing the position to 1,155 shares worth $432K. The position accounts for 0.2% of the portfolio, ranked #52.

Avid Wealth Partners first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Avid Wealth Partners held 1,155 shares of Vanguard Morningstar Total Stock Market ETF worth $432K as of Q3 2026.
  • Avid Wealth Partners bought 289 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $108K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Avid Wealth Partners's portfolio in Q3 2026, its #52 holding.
  • Avid Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.