FF
VTI icon

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

Formulate Financial’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 		$1.3M Buy
3,472
+2,065
+147% +$774K 1.35% 15
2026
Q2 		$521K Buy
1,407
+380
+37% +$136K 0.55% 17
2026
Q1 		$329K Buy
+1,027
New +$345K 0.41% 19

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Formulate Financial's VTI Position: Q3 2026 in Review

Formulate Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 147% in Q3 2026, buying an estimated $774K and bringing the position to 3,472 shares worth $1.3M. The position accounts for 1.35% of the portfolio, ranked #15.

Formulate Financial first reported a position in VTI in Q1 2026 and has held it in 3 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Formulate Financial held 3,472 shares of Vanguard Morningstar Total Stock Market ETF worth $1.3M as of Q3 2026.
  • Formulate Financial bought 2,065 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $774K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.35% of Formulate Financial's portfolio in Q3 2026, its #15 holding.
  • Formulate Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.