Bellwether Advisors
VTI icon

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

Bellwether 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 		$221K Buy
+590
New +$221K 0.03% 163
2025
Q3 		– Sell
-342
Closed -$104K – 564
2025
Q2 		$104K Hold
342
– – 0.02% 169
2025
Q1 		$94K Hold
342
– – 0.02% 176
2024
Q4 		$99.1K Buy
+342
New +$100K 0.02% 184
2023
Q2 		– Sell
-421
Closed -$85.9K – 440
2023
Q1 		$85.9K Sell
421
-226
-35% -$45.2K 0.02% 160
2022
Q4 		$124K Sell
647
-901
-58% -$174K 0.04% 145
2022
Q3 		$277K Sell
1,548
-36
-2% -$7.18K 0.09% 94
2022
Q2 		$298K Sell
1,584
-973
-38% -$200K 0.1% 101
2022
Q1 		$582K Buy
2,557
+574
+29% +$129K 0.17% 93
2021
Q4 		$478K Buy
1,983
+146
+8% +$34.5K 0.15% 94
2021
Q3 		$407K Hold
1,837
– – 0.14% 120
2021
Q2 		$409K Buy
1,837
+933
+103% +$202K 0.14% 101
2021
Q1 		$186K Hold
904
– – 0.07% 114
2020
Q4 		$175K Buy
+904
New +$165K 0.08% 110

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

Bellwether Advisors's VTI Position: Q3 2026 in Review

Bellwether Advisors opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 590 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in VTI as recently as Q2 2025.

Bellwether Advisors first reported a position in VTI in Q4 2020 and has held it in 14 quarters since. The position peaked at $582K in Q1 2022. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Bellwether Advisors held 590 shares of Vanguard Morningstar Total Stock Market ETF worth $221K as of Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Bellwether Advisors position in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Bellwether Advisors's portfolio in Q3 2026, its #163 holding.
  • Bellwether Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 14 quarters since.
  • Bellwether Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $582K in Q1 2022.
  • 2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.