CA
VTI icon

Crumly & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Crumly & Associates’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 		$434K Buy
1,159
+320
+38% +$120K 0.08% 134
2026
Q2 		$310K Buy
839
+2
+0.2% +$715 0.06% 158
2026
Q1 		$269K Buy
837
+61
+8% +$20.5K 0.06% 173
2025
Q4 		$260K Buy
776
+3
+0.4% +$998 0.05% 160
2025
Q3 		$254K Buy
+773
New +$244K 0.06% 164

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

Crumly & Associates's VTI Position: Q3 2026 in Review

Crumly & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 38% in Q3 2026, buying an estimated $120K and bringing the position to 1,159 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #134.

Crumly & Associates first reported a position in VTI in Q3 2025 and has held it in 5 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Crumly & Associates held 1,159 shares of Vanguard Morningstar Total Stock Market ETF worth $434K as of Q3 2026.
  • Crumly & Associates bought 320 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $120K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Crumly & Associates's portfolio in Q3 2026, its #134 holding.
  • Crumly & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 5 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.