FFA
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Farther Finance Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Farther Finance 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 		$74.5M Buy
199,184
+34,715
+21% +$13M 0.53% 29
2026
Q2 		$60.9M Sell
164,469
-58,099
-26% -$20.8M 0.48% 34
2026
Q1 		$71.9M Buy
222,568
+28,504
+15% +$9.56M 0.68% 22
2025
Q4 		$65.1M Buy
194,064
+25,872
+15% +$8.61M 0.7% 23
2025
Q3 		$55.2M Buy
168,192
+72,870
+76% +$23M 0.83% 18
2025
Q2 		$29M Sell
95,322
-87
-0.1% -$24.5K 0.58% 24
2025
Q1 		$26.3M Buy
95,409
+35,465
+59% +$10.3M 0.67% 21
2024
Q4 		$17.4M Buy
59,944
+25,124
+72% +$7.33M 0.63% 26
2024
Q3 		$9.86M Buy
34,820
+5,386
+18% +$1.47M 0.37% 51
2024
Q2 		$7.89M Buy
29,434
+18,987
+182% +$4.91M 0.38% 45
2024
Q1 		$2.71M Sell
10,447
-1,053
-9% -$261K 0.17% 109
2023
Q4 		$2.73M Buy
11,500
+3,221
+39% +$712K 0.2% 99
2023
Q3 		$1.76M Sell
8,279
-2,776
-25% -$614K 0.28% 74
2023
Q2 		$2.44M Sell
11,055
-1,038
-9% -$217K 0.53% 38
2023
Q1 		$2.47M Buy
12,093
+2,880
+31% +$577K 0.72% 26
2022
Q4 		$1.76M Buy
+9,213
New +$1.78M 0.68% 24

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Farther Finance Advisors's VTI Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q3 2026, buying an estimated $13M and bringing the position to 199,184 shares worth $74.5M. The position accounts for 0.53% of the portfolio, ranked #29.

Farther Finance Advisors first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. 145 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Farther Finance Advisors held 199,184 shares of Vanguard Morningstar Total Stock Market ETF worth $74.5M as of Q3 2026.
  • Farther Finance Advisors bought 34,715 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $13M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.53% of Farther Finance Advisors's portfolio in Q3 2026, its #29 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.