Boyer Financial Services
VTI icon

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

Boyer Financial Services’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 		$472K Sell
1,262
-5
-0.4% -$1.87K 0.38% 38
2026
Q2 		$467K Sell
1,267
-31
-2% -$11.1K 0.39% 33
2026
Q1 		$416K Sell
1,298
-29
-2% -$9.7K 0.44% 29
2025
Q4 		$446K Buy
+1,327
New +$441K 0.47% 31

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Boyer Financial Services's VTI Position: Q3 2026 in Review

Boyer Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.39% in Q3 2026, selling an estimated $1.87K and leaving 1,262 shares worth $472K. The position accounts for 0.38% of the portfolio, ranked #38.

Boyer Financial Services first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Boyer Financial Services held 1,262 shares of Vanguard Morningstar Total Stock Market ETF worth $472K as of Q3 2026.
  • Boyer Financial Services sold 5 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.87K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of Boyer Financial Services's portfolio in Q3 2026, its #38 holding.
  • Boyer Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.