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

FORM Wealth 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	$488K	Hold	1,304	–	–	0.05%	36
2026 Q2	$483K	Sell	1,304 -361	-22%	-$129K	0.05%	36
2026 Q1	$534K	Hold	1,665	–	–	0.06%	34
2025 Q4	$558K	Buy	+1,665	New	+$554K	0.07%	34
2025 Q2	$491K	Hold	1,616	–	–	0.06%	35
2025 Q1	$444K	Buy	+1,616	New	+$469K	0.06%	34

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

FORM Wealth Advisors's VTI Position: Q3 2026 in Review

FORM Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,304 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #36.

FORM Wealth Advisors first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $558K in Q4 2025. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

FORM Wealth Advisors held 1,304 shares of Vanguard Morningstar Total Stock Market ETF worth $488K as of Q3 2026.
FORM Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of FORM Wealth Advisors's portfolio in Q3 2026, its #36 holding.
FORM Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $558K in Q4 2025.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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