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

Ballew 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	$225K	Hold	596	–	–	0.11%	122
2026 Q2	$220K	Buy	+596	New	+$213K	0.11%	119
2026 Q1	–	Sell	-595	Closed	-$204K	–	124
2025 Q4	$204K	Buy	+595	New	+$198K	0.11%	116
2025 Q3	–	Sell	-845	Closed	-$260K	–	127
2025 Q2	$260K	Buy	845 +1	+0.1%	+$281	0.15%	95
2025 Q1	$221K	Buy	+844	New	+$245K	0.15%	104

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

Ballew Advisors's VTI Position: Q3 2026 in Review

Ballew Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 596 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #122.

Ballew Advisors first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q2 2025. 638 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Ballew Advisors held 596 shares of Vanguard Morningstar Total Stock Market ETF worth $225K as of Q3 2026.
Ballew Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Ballew Advisors's portfolio in Q3 2026, its #122 holding.
Ballew Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
Ballew Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $260K in Q2 2025.
638 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.