Defined Wealth Management
VTI icon

Defined Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Defined Wealth Management’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 		$1.25M Hold
3,336
– – 0.64% 46
2026
Q2 		$1.23M Sell
3,336
-1
-0% -$358 0.64% 43
2026
Q1 		$1.07M Sell
3,337
-481
-13% -$161K 0.63% 42
2025
Q4 		$1.28M Hold
3,818
– – 0.74% 33
2025
Q3 		$1.25M Hold
3,818
– – 0.73% 35
2025
Q2 		$1.16M Sell
3,818
-380
-9% -$107K 0.72% 39
2025
Q1 		$1.15M Hold
4,198
– – 0.78% 38
2024
Q4 		$1.22M Sell
4,198
-40
-0.9% -$11.7K 0.81% 36
2024
Q3 		$1.2M Hold
4,238
– – 0.78% 38
2024
Q2 		$1.13M Sell
4,238
-26
-0.6% -$6.73K 0.79% 36
2024
Q1 		$1.11M Buy
4,264
+20
+0.5% +$4.95K 0.8% 36
2023
Q4 		$1.01M Sell
4,244
-201
-5% -$44.4K 0.77% 38
2023
Q3 		$944K Buy
4,445
+46
+1% +$10.2K 0.81% 38
2023
Q2 		$969K Buy
4,399
+1,476
+50% +$308K 0.82% 38
2023
Q1 		$597K Buy
2,923
+201
+7% +$40.2K 0.56% 48
2022
Q4 		$520K Buy
2,722
+99
+4% +$19.1K 0.49% 53
2022
Q3 		$471K Buy
2,623
+417
+19% +$83.1K 0.51% 47
2022
Q2 		$416K Buy
2,206
+232
+12% +$47.7K 0.43% 59
2022
Q1 		$449K Buy
1,974
+406
+26% +$91.3K 0.39% 59
2021
Q4 		$379K Buy
1,568
+15
+1% +$3.54K 0.31% 67
2021
Q3 		$345K Buy
1,553
+51
+3% +$11.6K 0.31% 68
2021
Q2 		$335K Buy
1,502
+250
+20% +$54.3K 0.3% 72
2021
Q1 		$259K Buy
1,252
+22
+2% +$4.45K 0.25% 81
2020
Q4 		$239K Buy
+1,230
New +$225K 0.24% 79

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

Defined Wealth Management's VTI Position: Q3 2026 in Review

Defined Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 3,336 shares worth $1.25M. The position accounts for 0.64% of the portfolio, ranked #46.

Defined Wealth Management first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2025. 1,046 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Defined Wealth Management held 3,336 shares of Vanguard Morningstar Total Stock Market ETF worth $1.25M as of Q3 2026.
  • Defined Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.64% of Defined Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Defined Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.28M in Q4 2025.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.