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Cresta Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cresta 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 		$21M Sell
56,066
-18,709
-25% -$7.01M 9.15% 4
2026
Q2 		$27.7M Buy
74,775
+3,933
+6% +$1.41M 9.93% 2
2026
Q1 		$22.7M Buy
70,842
+3,709
+6% +$1.24M 9.31% 2
2025
Q4 		$22.5M Buy
67,133
+380
+0.6% +$126K 9.44% 2
2025
Q3 		$21.9M Buy
66,753
+2,377
+4% +$751K 9.78% 2
2025
Q2 		$19.6M Sell
64,376
-1,224
-2% -$344K 9.54% 2
2025
Q1 		$18M Buy
65,600
+8,513
+15% +$2.47M 9.34% 2
2024
Q4 		$16.2M Hold
57,087
– – 8.45% 2
2024
Q3 		$16.2M Buy
57,087
+18,594
+48% +$5.07M 8.45% 2
2024
Q2 		$10.3M Sell
38,493
-866
-2% -$224K 6.11% 6
2024
Q1 		$10.2M Buy
39,359
+963
+3% +$238K 6.49% 5
2023
Q4 		$9.11M Buy
38,396
+489
+1% +$108K 6.07% 5
2023
Q3 		$8.05M Buy
37,907
+9,995
+36% +$2.21M 6.23% 5
2023
Q2 		$6.15M Sell
27,912
-17,200
-38% -$3.59M 4.78% 8
2023
Q1 		$9.21M Buy
45,112
+15,556
+53% +$3.11M 7.16% 3
2022
Q4 		$5.65M Sell
29,556
-9,979
-25% -$1.92M 4.93% 7
2022
Q3 		$7.1M Buy
+39,535
New +$7.88M 8.76% 5

Other funds holding VTI

Forvis Mazars Wealth Advisors
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
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Cresta Advisors's VTI Position: Q3 2026 in Review

Cresta Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 25% in Q3 2026, selling an estimated $7.01M and leaving 56,066 shares worth $21M. The position accounts for 9.15% of the portfolio, ranked #4.

Cresta Advisors first reported a position in VTI in Q3 2022 and has held it in 17 quarters since. The position peaked at $27.7M in Q2 2026. 988 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Cresta Advisors held 56,066 shares of Vanguard Morningstar Total Stock Market ETF worth $21M as of Q3 2026.
  • Cresta Advisors sold 18,709 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.01M.
  • Vanguard Morningstar Total Stock Market ETF made up 9.15% of Cresta Advisors's portfolio in Q3 2026, its #4 holding.
  • Cresta Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 17 quarters since.
  • Cresta Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $27.7M in Q2 2026.
  • 988 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.