Five Pine Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Five Pine Wealth Management’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	$6.8M	Sell	18,160 -524	-3%	-$196K	3.84%	8
2026 Q2	$6.91M	Buy	18,684 +207	+1%	+$74K	3.91%	8
2026 Q1	$5.93M	Buy	18,477 +261	+1%	+$87.6K	3.69%	8
2025 Q4	$6.11M	Buy	18,216 +1,688	+10%	+$562K	3.92%	8
2025 Q3	$5.42M	Buy	16,528 +321	+2%	+$101K	3.67%	8
2025 Q2	$4.93M	Buy	16,207 +694	+4%	+$195K	3.65%	9
2025 Q1	$4.26M	Buy	15,513 +1,219	+9%	+$354K	3.47%	9
2024 Q4	$4.14M	Buy	+14,294	New	+$4.17M	3.49%	8

Other funds holding VTI

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

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

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 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

Five Pine Wealth Management's VTI Position: Q3 2026 in Review

Five Pine Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q3 2026, selling an estimated $196K and leaving 18,160 shares worth $6.8M. The position accounts for 3.84% of the portfolio, ranked #8.

Five Pine Wealth Management first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.91M in Q2 2026. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Five Pine Wealth Management held 18,160 shares of Vanguard Morningstar Total Stock Market ETF worth $6.8M as of Q3 2026.
Five Pine Wealth Management sold 524 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $196K.
Vanguard Morningstar Total Stock Market ETF made up 3.84% of Five Pine Wealth Management's portfolio in Q3 2026, its #8 holding.
Five Pine Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
Five Pine Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $6.91M in Q2 2026.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.