DiNuzzo Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DiNuzzo Private Wealth’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	$808K	Buy	2,160 +5	+0.2%	+$1.87K	0.08%	48
2026 Q2	$797K	Sell	2,155 -32	-1%	-$11.4K	0.08%	48
2026 Q1	$702K	Buy	2,187 +162	+8%	+$54.4K	0.08%	48
2025 Q4	$679K	Buy	2,025 +11	+0.5%	+$3.66K	0.07%	48
2025 Q3	$641K	Buy	2,014 +6	+0.3%	+$1.9K	0.07%	50
2025 Q2	$610K	Sell	2,008 -1	-0%	-$281	0.07%	51
2025 Q1	$552K	Buy	2,009 +8	+0.4%	+$2.32K	0.07%	49
2024 Q4	$580K	Buy	2,001 +16	+0.8%	+$4.67K	0.07%	49
2024 Q3	$562K	Buy	+1,985	New	+$541K	0.07%	49

Other funds holding VTI

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

Narodna banka Slovenska Bratislava $3.39B AUM

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

DiNuzzo Private Wealth's VTI Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.23% in Q3 2026, buying an estimated $1.87K and bringing the position to 2,160 shares worth $808K. The position accounts for 0.08% of the portfolio, ranked #48.

DiNuzzo Private Wealth first reported a position in VTI in Q3 2024 and has held it in 9 quarters since. 1,609 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

DiNuzzo Private Wealth held 2,160 shares of Vanguard Morningstar Total Stock Market ETF worth $808K as of Q3 2026.
DiNuzzo Private Wealth bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.87K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #48 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
1,609 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.