Financial Management Network’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Management Network’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	$1.85M	Sell	4,884 -309	-6%	-$116K	0.27%	62
2026 Q2	$1.91M	Buy	5,193 +865	+20%	+$309K	0.27%	67
2026 Q1	$1.45M	Buy	4,328 +123	+3%	+$41.3K	0.22%	69
2025 Q4	$1.41M	Buy	4,205 +70	+2%	+$23.3K	0.22%	68
2025 Q3	$1.37M	Sell	4,135 -144	-3%	-$45.5K	0.23%	66
2025 Q2	$1.32M	Sell	4,279 -8	-0.2%	-$2.25K	0.24%	66
2025 Q1	$1.06M	Sell	4,287 -101	-2%	-$29.3K	0.24%	70
2024 Q4	$1.29M	Buy	4,388 +53	+1%	+$15.5K	0.27%	60
2024 Q3	$1.23M	Buy	4,335 +195	+5%	+$53.2K	0.26%	70
2024 Q2	$1.13M	Sell	4,140 -190	-4%	-$49.2K	0.27%	64
2024 Q1	$1.1M	Buy	4,330 +116	+3%	+$28.7K	0.28%	61
2023 Q4	$982K	Sell	4,214 -129	-3%	-$28.5K	0.29%	56
2023 Q3	$915K	Sell	4,343 -123	-3%	-$27.2K	0.3%	57
2023 Q2	$987K	Sell	4,466 -664	-13%	-$138K	0.34%	51
2023 Q1	$1.04M	Buy	5,130 +374	+8%	+$74.9K	0.42%	46
2022 Q4	$914K	Sell	4,756 -693	-13%	-$134K	0.41%	53
2022 Q3	$1.03M	Sell	5,449 -387	-7%	-$77.1K	0.51%	39
2022 Q2	$1.11M	Sell	5,836 -466	-7%	-$95.7K	0.59%	36
2022 Q1	$1.45M	Buy	6,302 +783	+14%	+$176K	0.74%	29
2021 Q4	$1.34M	Sell	5,519 -178	-3%	-$42K	0.61%	38
2021 Q3	$1.26M	Buy	5,697 +28	+0.5%	+$6.38K	0.64%	37
2021 Q2	$1.28M	Sell	5,669 -489	-8%	-$106K	0.65%	35
2021 Q1	$1.34M	Buy	6,158 +328	+6%	+$66.4K	0.69%	34
2020 Q4	$1.17M	Buy	+5,830	New	+$1.07M	0.72%	30

Other funds holding VTI

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

WPC

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

BSWM

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

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

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Financial Management Network's VTI Position: Q3 2026 in Review

Financial Management Network reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q3 2026, selling an estimated $116K and leaving 4,884 shares worth $1.85M. The position accounts for 0.27% of the portfolio, ranked #62.

Financial Management Network first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q2 2026. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Financial Management Network held 4,884 shares of Vanguard Morningstar Total Stock Market ETF worth $1.85M as of Q3 2026.
Financial Management Network sold 309 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $116K.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Financial Management Network's portfolio in Q3 2026, its #62 holding.
Financial Management Network first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's Vanguard Morningstar Total Stock Market ETF position peaked at $1.91M in Q2 2026.
225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.