Clune & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clune & 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	$643K	Hold	1,718	–	–	0.1%	101
2026 Q2	$636K	Buy	1,718 +132	+8%	+$47.2K	0.1%	106
2026 Q1	$509K	Hold	1,586	–	–	0.1%	113
2025 Q4	$532K	Sell	1,586 -44	-3%	-$14.6K	0.11%	115
2025 Q3	$535K	Buy	1,630 +1	+0.1%	+$316	0.13%	107
2025 Q2	$495K	Hold	1,629	–	–	0.14%	108
2025 Q1	$448K	Hold	1,629	–	–	0.14%	106
2024 Q4	$472K	Buy	+1,629	New	+$475K	0.16%	103

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

Clune & Associates's VTI Position: Q3 2026 in Review

Clune & Associates held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,718 shares worth $643K. The position accounts for 0.1% of the portfolio, ranked #101.

Clune & Associates 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.

Clune & Associates held 1,718 shares of Vanguard Morningstar Total Stock Market ETF worth $643K as of Q3 2026.
Clune & Associates left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Clune & Associates's portfolio in Q3 2026, its #101 holding.
Clune & Associates 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 Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.