Core Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Core Wealth Partners’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	$291K	Sell	778 -54	-6%	-$20.2K	0.12%	140
2026 Q2	$308K	Sell	832 -210	-20%	-$75.1K	0.13%	134
2026 Q1	$334K	Sell	1,042 -5	-0.5%	-$1.68K	0.16%	120
2025 Q4	$351K	Sell	1,047 -6	-0.6%	-$2K	0.16%	113
2025 Q3	$346K	Hold	1,053	–	–	0.16%	110
2025 Q2	$320K	Hold	1,053	–	–	0.16%	116
2025 Q1	$289K	Sell	1,053 -46	-4%	-$13.4K	0.17%	123
2024 Q4	$318K	Buy	1,099 +43	+4%	+$12.5K	0.18%	116
2024 Q3	$299K	Hold	1,056	–	–	0.18%	114
2024 Q2	$283K	Buy	1,056 +3	+0.3%	+$776	0.19%	106
2024 Q1	$274K	Sell	1,053 -43	-4%	-$10.6K	0.21%	100
2023 Q4	$260K	Buy	+1,096	New	+$242K	0.21%	87
2023 Q3	–	Sell	-1,138	Closed	-$251K	–	115
2023 Q2	$251K	Buy	1,138 +7	+0.6%	+$1.46K	0.23%	82
2023 Q1	$231K	Buy	+1,131	New	+$226K	0.23%	79

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B 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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Core Wealth Partners's VTI Position: Q3 2026 in Review

Core Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.5% in Q3 2026, selling an estimated $20.2K and leaving 778 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #140.

Core Wealth Partners first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $351K in Q4 2025. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Core Wealth Partners held 778 shares of Vanguard Morningstar Total Stock Market ETF worth $291K as of Q3 2026.
Core Wealth Partners sold 54 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $20.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Core Wealth Partners's portfolio in Q3 2026, its #140 holding.
Core Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Core Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $351K in Q4 2025.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.