Define Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Define Financial’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	$31M	Buy	82,833 +8,114	+11%	+$3.04M	12.9%	4
2026 Q2	$27.6M	Buy	74,719 +2,313	+3%	+$827K	12.7%	4
2026 Q1	$23.2M	Buy	72,406 +2,852	+4%	+$957K	12.61%	4
2025 Q4	$23.3M	Buy	69,554 +1,409	+2%	+$469K	13.22%	4
2025 Q3	$22.4M	Buy	68,145 +718	+1%	+$227K	13.42%	4
2025 Q2	$20.5M	Buy	67,427 +1,999	+3%	+$562K	13.5%	4
2025 Q1	$17.1M	Buy	65,428 +2,463	+4%	+$716K	13.05%	4
2024 Q4	$18.2M	Buy	+62,965	New	+$18.4M	13.77%	3

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Define Financial's VTI Position: Q3 2026 in Review

Define Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q3 2026, buying an estimated $3.04M and bringing the position to 82,833 shares worth $31M. The position accounts for 12.9% of the portfolio, ranked #4.

Define Financial first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 2,241 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Define Financial held 82,833 shares of Vanguard Morningstar Total Stock Market ETF worth $31M as of Q3 2026.
Define Financial bought 8,114 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $3.04M.
Vanguard Morningstar Total Stock Market ETF made up 12.9% of Define Financial's portfolio in Q3 2026, its #4 holding.
Define Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
2,241 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.