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Summit Investment Advisors, Inc.\KS’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Summit Investment Advisors, Inc.\KS’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 		$2.71M Sell
7,236
-3,921
-35% -$1.47M 1.22% 16
2026
Q2 		$4.13M Sell
11,157
-6,649
-37% -$2.38M 1.89% 12
2026
Q1 		$5.71M Sell
17,806
-788
-4% -$264K 2.9% 8
2025
Q4 		$6.23M Buy
+18,594
New +$6.19M 3.34% 7

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's VTI Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 35% in Q3 2026, selling an estimated $1.47M and leaving 7,236 shares worth $2.71M. The position accounts for 1.22% of the portfolio, ranked #16.

Summit Investment Advisors, Inc.\KS first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.23M in Q4 2025. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 7,236 shares of Vanguard Morningstar Total Stock Market ETF worth $2.71M as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS sold 3,921 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.47M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.22% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #16 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's Vanguard Morningstar Total Stock Market ETF position peaked at $6.23M in Q4 2025.
  • 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.