Emerald Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Emerald Advisors’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	$1.04M	Hold	2,770	–	–	0.13%	58
2026 Q2	$1.02M	Hold	2,770	–	–	0.13%	54
2026 Q1	$889K	Hold	2,770	–	–	0.11%	60
2025 Q4	$929K	Hold	2,770	–	–	0.13%	54
2025 Q3	$909K	Hold	2,770	–	–	0.12%	53
2025 Q2	$842K	Hold	2,770	–	–	0.11%	49
2025 Q1	$761K	Hold	2,770	–	–	0.1%	50
2024 Q4	$803K	Sell	2,770 -14	-0.5%	-$4.08K	0.11%	45
2024 Q3	$804K	Hold	2,784	–	–	0.12%	44
2024 Q2	$745K	Hold	2,784	–	–	0.11%	44
2024 Q1	$724K	Buy	+2,784	New	+$689K	0.13%	46

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 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

Emerald Advisors's VTI Position: Q3 2026 in Review

Emerald Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 2,770 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #58.

Emerald Advisors first reported a position in VTI in Q1 2024 and has held it in 11 quarters since. 1,054 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Emerald Advisors held 2,770 shares of Vanguard Morningstar Total Stock Market ETF worth $1.04M as of Q3 2026.
Emerald Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Emerald Advisors's portfolio in Q3 2026, its #58 holding.
Emerald Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.