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

Catalyst Private 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	$2.2M	Buy	5,867 +20	+0.3%	+$7.5K	0.92%	24
2026 Q2	$2.16M	Buy	5,847 +66	+1%	+$23.6K	1.04%	22
2026 Q1	$1.85M	Buy	5,781 +123	+2%	+$41.3K	1%	23
2025 Q4	$1.9M	Buy	5,658 +32	+0.6%	+$10.6K	0.83%	23
2025 Q3	$1.85M	Buy	5,626 +2	+0%	+$632	0.81%	22
2025 Q2	$1.71M	Sell	5,624 -740	-12%	-$208K	0.76%	23
2025 Q1	$1.75M	Buy	6,364 +1,306	+26%	+$379K	0.85%	22
2024 Q4	$1.47M	Hold	5,058	–	–	0.65%	26
2024 Q3	$1.43M	Hold	5,058	–	–	0.7%	26
2024 Q2	$1.35M	Hold	5,058	–	–	0.72%	26
2024 Q1	$1.31M	Sell	5,058 -390	-7%	-$96.5K	0.69%	27
2023 Q4	$1.29M	Buy	5,448 +333	+7%	+$73.6K	0.61%	30
2023 Q3	$1.09M	Hold	5,115	–	–	0.64%	32
2023 Q2	$1.13M	Buy	5,115 +29	+0.6%	+$6.05K	0.71%	31
2023 Q1	$1.04M	Sell	5,086 -101	-2%	-$20.2K	0.72%	28
2022 Q4	$992K	Sell	5,187 -581	-10%	-$112K	0.81%	27
2022 Q3	$1.04M	Sell	5,768 -38	-0.7%	-$7.57K	0.78%	23
2022 Q2	$1.1M	Buy	5,806 +482	+9%	+$99K	0.78%	25
2022 Q1	$1.21M	Buy	5,324 +67	+1%	+$15.1K	0.61%	25
2021 Q4	$1.27M	Buy	5,257 +1,268	+32%	+$299K	0.55%	21
2021 Q3	$886K	Sell	3,989 -120	-3%	-$27.4K	0.38%	27
2021 Q2	$915K	Buy	4,109 +499	+14%	+$108K	0.51%	22
2021 Q1	$746K	Sell	3,610 -9	-0.2%	-$1.82K	0.52%	26
2020 Q4	$704K	Buy	3,619 +425	+13%	+$77.7K	0.62%	24
2020 Q3	$544K	Buy	+3,194	New	+$537K	0.53%	26

Other funds holding VTI

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B 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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Catalyst Private Wealth's VTI Position: Q3 2026 in Review

Catalyst Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.34% in Q3 2026, buying an estimated $7.5K and bringing the position to 5,867 shares worth $2.2M. The position accounts for 0.92% of the portfolio, ranked #24.

Catalyst Private Wealth first reported a position in VTI in Q3 2020 and has held it in 25 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Catalyst Private Wealth held 5,867 shares of Vanguard Morningstar Total Stock Market ETF worth $2.2M as of Q3 2026.
Catalyst Private Wealth bought 20 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.92% of Catalyst Private Wealth's portfolio in Q3 2026, its #24 holding.
Catalyst Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 25 quarters since.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.