Genesis Private Wealth
VTI icon

Genesis Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Genesis Private Wealth’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 		$244K Sell
653
-2
-0.3% -$750 0.07% 158
2026
Q2 		$242K Sell
655
-14
-2% -$5.01K 0.07% 164
2026
Q1 		$215K Sell
669
-15
-2% -$5.03K 0.07% 174
2025
Q4 		$229K Buy
+684
New +$228K 0.07% 158

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Genesis Private Wealth's VTI Position: Q3 2026 in Review

Genesis Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.31% in Q3 2026, selling an estimated $750 and leaving 653 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #158.

Genesis Private Wealth first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 2,238 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Genesis Private Wealth held 653 shares of Vanguard Morningstar Total Stock Market ETF worth $244K as of Q3 2026.
  • Genesis Private Wealth sold 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $750.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Genesis Private Wealth's portfolio in Q3 2026, its #158 holding.
  • Genesis Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,238 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.