BostonPremier Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BostonPremier Wealth’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	$67.7M	Buy	180,968 +6,472	+4%	+$2.43M	27.63%	1
2026 Q2	$64.6M	Buy	174,496 +4,815	+3%	+$1.72M	27.42%	1
2026 Q1	$54.4M	Buy	169,681 +2,686	+2%	+$901K	28.13%	1
2025 Q4	$56M	Buy	166,995 +4,538	+3%	+$1.51M	28.69%	1
2025 Q3	$53.3M	Buy	162,457 +4,224	+3%	+$1.33M	26.48%	1
2025 Q2	$48.1M	Buy	158,233 +2,747	+2%	+$773K	26.67%	1
2025 Q1	$42.7M	Buy	155,486 +1,091	+0.7%	+$317K	26.53%	1
2024 Q4	$44.7M	Buy	+154,395	New	+$45M	27.12%	1

Other funds holding VTI

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

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

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

BostonPremier Wealth's VTI Position: Q3 2026 in Review

BostonPremier Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q3 2026, buying an estimated $2.43M and bringing the position to 180,968 shares worth $67.7M. The position accounts for 27.63% of the portfolio, ranked #1.

BostonPremier Wealth first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

BostonPremier Wealth held 180,968 shares of Vanguard Morningstar Total Stock Market ETF worth $67.7M as of Q3 2026.
BostonPremier Wealth bought 6,472 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.43M.
Vanguard Morningstar Total Stock Market ETF made up 27.63% of BostonPremier Wealth's portfolio in Q3 2026, its #1 holding.
BostonPremier Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.