Fortitude Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fortitude Family Office’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	$1.08M	Sell	2,885 -21	-0.7%	-$7.87K	0.18%	67
2026 Q2	$1.08M	Sell	2,906 -24	-0.8%	-$8.58K	0.21%	66
2026 Q1	$940K	Buy	2,930 +2	+0.1%	+$671	0.21%	66
2025 Q4	$982K	Sell	2,928 -126	-4%	-$41.9K	0.23%	75
2025 Q3	$1M	Buy	3,054 +1	+0%	+$316	0.27%	67
2025 Q2	$928K	Hold	3,053	–	–	0.3%	58
2025 Q1	$839K	Buy	3,053 +21	+0.7%	+$6.1K	0.3%	44
2024 Q4	$879K	Buy	3,032 +1	+0%	+$292	0.31%	49
2024 Q3	$858K	Buy	3,031 +1	+0%	+$273	0.34%	42
2024 Q2	$811K	Buy	3,030 +253	+9%	+$65.5K	0.46%	33
2024 Q1	$722K	Hold	2,777	–	–	0.49%	34
2023 Q4	$659K	Buy	+2,777	New	+$614K	0.49%	33

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fortitude Family Office's VTI Position: Q3 2026 in Review

Fortitude Family Office reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.72% in Q3 2026, selling an estimated $7.87K and leaving 2,885 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #67.

Fortitude Family Office first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 638 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Fortitude Family Office held 2,885 shares of Vanguard Morningstar Total Stock Market ETF worth $1.08M as of Q3 2026.
Fortitude Family Office sold 21 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.87K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Fortitude Family Office's portfolio in Q3 2026, its #67 holding.
Fortitude Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
638 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.