Consilium Wealth Advisory
VTI icon

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

Consilium Wealth Advisory’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 		$11.2M Buy
29,946
+365
+1% +$137K 3.31% 7
2026
Q2 		$10.9M Sell
29,581
-3,943
-12% -$1.41M 3.25% 7
2026
Q1 		$10.8M Buy
33,524
+1,290
+4% +$433K 3.67% 7
2025
Q4 		$10.8M Buy
32,234
+304
+1% +$101K 3.99% 7
2025
Q3 		$10.5M Buy
31,930
+601
+2% +$190K 4.04% 7
2025
Q2 		$9.5M Buy
31,329
+779
+3% +$219K 4.02% 7
2025
Q1 		$8.4M Buy
30,550
+2,882
+10% +$837K 4.21% 5
2024
Q4 		$8.02M Buy
+27,668
New +$8.07M 3.82% 7

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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Consilium Wealth Advisory's VTI Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q3 2026, buying an estimated $137K and bringing the position to 29,946 shares worth $11.2M. The position accounts for 3.31% of the portfolio, ranked #7.

Consilium Wealth Advisory first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 2,241 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Consilium Wealth Advisory held 29,946 shares of Vanguard Morningstar Total Stock Market ETF worth $11.2M as of Q3 2026.
  • Consilium Wealth Advisory bought 365 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $137K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.31% of Consilium Wealth Advisory's portfolio in Q3 2026, its #7 holding.
  • Consilium Wealth Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 2,241 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.