White Sand Wealth Management LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

White Sand Wealth Management LLC’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	$7M	Buy	+18,701	New	+$7.01M	5.06%	10

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

White Sand Wealth Management LLC's VTI Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 18,701 shares worth $7M. The stake represents 5.06% of the portfolio and ranks #10 among its holdings.

3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

White Sand Wealth Management LLC held 18,701 shares of Vanguard Morningstar Total Stock Market ETF worth $7M as of Q3 2026.
Vanguard Morningstar Total Stock Market ETF was a new White Sand Wealth Management LLC position in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 5.06% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #10 holding.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.