Bill Few Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bill Few Associates’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	$3.64M	Buy	9,735 +3,282	+51%	+$1.23M	0.75%	35
2026 Q2	$2.39M	Buy	6,453 +2,095	+48%	+$749K	0.51%	49
2026 Q1	$1.4M	Sell	4,358 -109	-2%	-$36.6K	0.33%	64
2025 Q4	$1.5M	Hold	4,467	–	–	0.37%	61
2025 Q3	$1.47M	Buy	4,467 +82	+2%	+$25.9K	0.38%	60
2025 Q2	$1.33M	Hold	4,385	–	–	0.38%	61
2025 Q1	$1.21M	Sell	4,385 -137	-3%	-$39.8K	0.43%	58
2024 Q4	$1.31M	Hold	4,522	–	–	0.46%	55
2024 Q3	$1.28M	Hold	4,522	–	–	0.45%	55
2024 Q2	$1.21M	Hold	4,522	–	–	0.46%	54
2024 Q1	$1.18M	Hold	4,522	–	–	0.48%	53
2023 Q4	$1.07M	Hold	4,522	–	–	0.49%	53
2023 Q3	$961K	Sell	4,522 -424	-9%	-$93.9K	0.5%	48
2023 Q2	$1.09M	Sell	4,946 -341	-6%	-$71.1K	0.56%	43
2023 Q1	$1.08M	Buy	5,287 +297	+6%	+$59.5K	0.6%	41
2022 Q4	$954K	Buy	4,990 +1,568	+46%	+$302K	0.56%	41
2022 Q3	$614K	Buy	3,422 +35	+1%	+$6.98K	0.42%	55
2022 Q2	$639K	Hold	3,387	–	–	0.41%	52
2022 Q1	$771K	Hold	3,387	–	–	0.42%	50
2021 Q4	$818K	Buy	+3,387	New	+$800K	0.42%	47

Other funds holding VTI

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WPC

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

GBI

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Bill Few Associates's VTI Position: Q3 2026 in Review

Bill Few Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 51% in Q3 2026, buying an estimated $1.23M and bringing the position to 9,735 shares worth $3.64M. The position accounts for 0.75% of the portfolio, ranked #35.

Bill Few Associates first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Bill Few Associates held 9,735 shares of Vanguard Morningstar Total Stock Market ETF worth $3.64M as of Q3 2026.
Bill Few Associates bought 3,282 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.23M.
Vanguard Morningstar Total Stock Market ETF made up 0.75% of Bill Few Associates's portfolio in Q3 2026, its #35 holding.
Bill Few Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.