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

Fidato 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	$295K	Buy	+787	New	+$295K	0.16%	23

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

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

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

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 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

Fidato Wealth's VTI Position: Q3 2026 in Review

Fidato Wealth opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 787 shares worth $295K. The stake represents 0.16% of the portfolio and ranks #23 among its holdings.

1,152 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Fidato Wealth held 787 shares of Vanguard Morningstar Total Stock Market ETF worth $295K as of Q3 2026.
Vanguard Morningstar Total Stock Market ETF was a new Fidato Wealth position in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Fidato Wealth's portfolio in Q3 2026, its #23 holding.
1,152 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.