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

Benchmark Financial’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	$226K	Sell	603 -1	-0.2%	-$375	0.17%	56
2026 Q2	$223K	Buy	+604	New	+$216K	0.18%	51
2026 Q1	–	Sell	-602	Closed	-$202K	–	53
2025 Q4	$202K	Buy	+602	New	+$200K	0.2%	46

Other funds holding VTI

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Benchmark Financial's VTI Position: Q3 2026 in Review

Benchmark Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q3 2026, selling an estimated $375 and leaving 603 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #56.

Benchmark Financial first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 2,534 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Benchmark Financial held 603 shares of Vanguard Morningstar Total Stock Market ETF worth $226K as of Q3 2026.
Benchmark Financial sold 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Benchmark Financial's portfolio in Q3 2026, its #56 holding.
Benchmark Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
2,534 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.