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COWA LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

COWA LLC’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 		$481K Buy
1,286
+3
+0.2% +$1.12K 0.12% 115
2026
Q2 		$475K Buy
1,283
+1
+0.1% +$358 0.12% 111
2026
Q1 		$412K Buy
1,282
+1
+0.1% +$336 0.11% 114
2025
Q4 		$426K Buy
1,281
+147
+13% +$48.9K 0.13% 112
2025
Q3 		$372K Buy
1,134
+13
+1% +$4.11K 0.12% 107
2025
Q2 		$341K Buy
1,121
+23
+2% +$6.47K 0.13% 102
2025
Q1 		$302K Sell
1,098
-19
-2% -$5.52K 0.13% 108
2024
Q4 		$324K Buy
1,117
+18
+2% +$5.25K 0.15% 98
2024
Q3 		$311K Buy
1,099
+1
+0.1% +$273 0.15% 103
2024
Q2 		$294K Hold
1,098
– – 0.16% 97
2024
Q1 		$285K Hold
1,098
– – 0.17% 97
2023
Q4 		$260K Sell
1,098
-21
-2% -$4.64K 0.16% 95
2023
Q3 		$238K Sell
1,119
-5
-0.4% -$1.11K 0.16% 95
2023
Q2 		$248K Buy
1,124
+21
+2% +$4.38K 0.16% 93
2023
Q1 		$225K Hold
1,103
– – 0.18% 98
2022
Q4 		$211K Hold
1,103
– – 0.13% 112
2022
Q3 		$198K Buy
+1,103
New +$220K 0.13% 107
2022
Q2 		– Sell
-955
Closed -$217K – 138
2022
Q1 		$217K Sell
955
-10
-1% -$2.25K 0.11% 118
2021
Q4 		$233K Sell
965
-23
-2% -$5.43K 0.12% 115
2021
Q3 		$219K Hold
988
– – 0.13% 126
2021
Q2 		$221K Hold
988
– – 0.14% 107
2021
Q1 		$212K Hold
988
– – 0.13% 109
2020
Q4 		$197K Buy
+988
New +$181K 0.15% 103

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

COWA LLC's VTI Position: Q3 2026 in Review

COWA LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.23% in Q3 2026, buying an estimated $1.12K and bringing the position to 1,286 shares worth $481K. The position accounts for 0.12% of the portfolio, ranked #115.

COWA LLC first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 2,161 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • COWA LLC held 1,286 shares of Vanguard Morningstar Total Stock Market ETF worth $481K as of Q3 2026.
  • COWA LLC bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.12K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of COWA LLC's portfolio in Q3 2026, its #115 holding.
  • COWA LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,161 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.