Friday Financial
VTI icon

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

Friday 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 		$6.04M Sell
16,097
-228
-1% -$85.5K 1.19% 18
2026
Q2 		$6.03M Sell
16,325
-246
-1% -$88K 1.62% 15
2026
Q1 		$5.32M Buy
16,571
+24
+0.1% +$8.05K 1.83% 13
2025
Q4 		$5.55M Buy
16,547
+80
+0.5% +$26.6K 1.96% 13
2025
Q3 		$5.4M Buy
16,467
+149
+0.9% +$47.1K 2.26% 13
2025
Q2 		$4.96M Buy
16,318
+8,619
+112% +$2.42M 2.52% 12
2025
Q1 		$2.14M Buy
7,699
+4,477
+139% +$1.3M 1.28% 18
2024
Q4 		$934K Buy
+3,222
New +$940K 0.64% 28

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
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
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Friday Financial's VTI Position: Q3 2026 in Review

Friday Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q3 2026, selling an estimated $85.5K and leaving 16,097 shares worth $6.04M. The position accounts for 1.19% of the portfolio, ranked #18.

Friday Financial first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Friday Financial held 16,097 shares of Vanguard Morningstar Total Stock Market ETF worth $6.04M as of Q3 2026.
  • Friday Financial sold 228 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $85.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.19% of Friday Financial's portfolio in Q3 2026, its #18 holding.
  • Friday Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.