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

Eclectic 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	$5.62M	Sell	15,008 -523	-3%	-$196K	0.63%	32
2026 Q2	$5.75M	Sell	15,531 -417	-3%	-$149K	0.65%	33
2026 Q1	$5.12M	Buy	15,948 +7,663	+92%	+$2.57M	0.68%	34
2025 Q4	$2.78M	Buy	8,285 +7,402	+838%	+$2.46M	0.43%	44
2025 Q3	$290K	Buy	883 +98	+12%	+$31K	0.05%	106
2025 Q2	$239K	Buy	+785	New	+$221K	0.05%	113

Other funds holding VTI

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates's VTI Position: Q3 2026 in Review

Eclectic Associates reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q3 2026, selling an estimated $196K and leaving 15,008 shares worth $5.62M. The position accounts for 0.63% of the portfolio, ranked #32.

Eclectic Associates first reported a position in VTI in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.75M in Q2 2026. 928 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Eclectic Associates held 15,008 shares of Vanguard Morningstar Total Stock Market ETF worth $5.62M as of Q3 2026.
Eclectic Associates sold 523 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $196K.
Vanguard Morningstar Total Stock Market ETF made up 0.63% of Eclectic Associates's portfolio in Q3 2026, its #32 holding.
Eclectic Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
Eclectic Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $5.75M in Q2 2026.
928 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.