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Colton Groome Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Colton Groome Financial Advisors’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 		$2.79M Hold
7,444
– – 0.65% 33
2026
Q2 		$2.75M Buy
7,444
+3,178
+74% +$1.14M 0.67% 33
2026
Q1 		$1.37M Sell
4,266
-681
-14% -$228K 0.39% 46
2025
Q4 		$1.66M Hold
4,947
– – 0.48% 41
2025
Q3 		$1.62M Buy
4,947
+2,945
+147% +$930K 0.5% 40
2025
Q2 		$608K Buy
2,002
+171
+9% +$48.1K 0.21% 72
2025
Q1 		$500K Sell
1,831
-242
-12% -$70.3K 0.19% 69
2024
Q4 		$601K Hold
2,073
– – 0.23% 62
2024
Q3 		$587K Hold
2,073
– – 0.22% 66
2024
Q2 		$555K Hold
2,073
– – 0.22% 64
2024
Q1 		$539K Buy
2,073
+162
+8% +$40.1K 0.22% 69
2023
Q4 		$453K Buy
+1,911
New +$422K 0.2% 73

Other funds holding VTI

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

Colton Groome Financial Advisors's VTI Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 7,444 shares worth $2.79M. The position accounts for 0.65% of the portfolio, ranked #33.

Colton Groome Financial Advisors first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Colton Groome Financial Advisors held 7,444 shares of Vanguard Morningstar Total Stock Market ETF worth $2.79M as of Q3 2026.
  • Colton Groome Financial Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.65% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #33 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.