FWM
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Fortress Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fortress 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
2025
Q3 		$2.79M Buy
8,510
+214
+3% +$67.6K 1.24% 21
2025
Q2 		$2.52M Sell
8,296
-11
-0.1% -$3.09K 1.22% 21
2025
Q1 		$2.28M Sell
8,307
-193
-2% -$56.1K 1.19% 22
2024
Q4 		$2.46M Sell
8,500
-263
-3% -$76.7K 1.19% 20
2024
Q3 		$2.48M Sell
8,763
-513
-6% -$140K 1.24% 20
2024
Q2 		$2.48M Buy
9,276
+336
+4% +$87K 1.27% 22
2024
Q1 		$2.32M Sell
8,940
-17
-0.2% -$4.21K 1.2% 23
2023
Q4 		$2.12M Buy
8,957
+20
+0.2% +$4.42K 1.16% 26
2023
Q3 		$1.9M Buy
8,937
+43
+0.5% +$9.52K 1.23% 22
2023
Q2 		$1.96M Sell
8,894
-217
-2% -$45.3K 1.27% 22
2023
Q1 		$1.86M Sell
9,111
-236
-3% -$47.2K 1.3% 25
2022
Q4 		$1.79M Buy
9,347
+2
+0% +$385 1.49% 23
2022
Q3 		$1.68M Sell
9,345
-955
-9% -$190K 1.7% 20
2022
Q2 		$1.94M Sell
10,300
-482
-4% -$99K 1.83% 22
2022
Q1 		$2.46M Buy
10,782
+4
+0% +$900 1.88% 19
2021
Q4 		$2.6M Buy
+10,778
New +$2.54M 1.96% 16

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Fortress Wealth Management's VTI Position: Q3 2025 in Review

Fortress Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2.6% in Q3 2025, buying an estimated $67.6K and bringing the position to 8,510 shares worth $2.79M. The position accounts for 1.24% of the portfolio, ranked #21.

Fortress Wealth Management first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Fortress Wealth Management held 8,510 shares of Vanguard Total Stock Market ETF worth $2.79M as of Q3 2025.
  • Fortress Wealth Management bought 214 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $67.6K.
  • Vanguard Total Stock Market ETF made up 1.24% of Fortress Wealth Management's portfolio in Q3 2025, its #21 holding.
  • Fortress Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.