BetterWealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BetterWealth’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	$674K	Hold	1,802	–	–	0.11%	41
2026 Q2	$667K	Hold	1,802	–	–	0.12%	45
2026 Q1	$578K	Buy	+1,802	New	+$605K	0.11%	41
2025 Q3	–	Sell	-1,290	Closed	-$392K	–	73
2025 Q2	$392K	Sell	1,290 -210	-14%	-$59.1K	0.1%	39
2025 Q1	$412K	Hold	1,500	–	–	0.12%	38
2024 Q4	$435K	Buy	1,500 +2	+0.1%	+$584	0.12%	43
2024 Q3	$424K	Hold	1,498	–	–	0.13%	41
2024 Q2	$401K	Buy	1,498 +28	+2%	+$7.25K	0.13%	40
2024 Q1	$382K	Sell	1,470 -980	-40%	-$242K	0.12%	45
2023 Q4	$581K	Buy	2,450 +1,400	+133%	+$310K	0.2%	34
2023 Q3	$223K	Buy	+1,050	New	+$232K	0.09%	46

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

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

BetterWealth's VTI Position: Q3 2026 in Review

BetterWealth held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,802 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #41.

BetterWealth first reported a position in VTI in Q3 2023 and has held it in 11 quarters since. 893 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

BetterWealth held 1,802 shares of Vanguard Morningstar Total Stock Market ETF worth $674K as of Q3 2026.
BetterWealth 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 BetterWealth's portfolio in Q3 2026, its #41 holding.
BetterWealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
893 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.