Global Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Global 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
2026 Q3	$8.25M	Buy	22,053 +18	+0.1%	+$6.75K	4.49%	8
2026 Q2	$8.15M	Buy	22,035 +20	+0.1%	+$7.15K	4.15%	8
2026 Q1	$7.06M	Sell	22,015 -870	-4%	-$292K	3.85%	8
2025 Q4	$7.67M	Sell	22,885 -973	-4%	-$324K	4.13%	9
2025 Q3	$7.83M	Buy	23,858 +36	+0.2%	+$11.4K	4.11%	9
2025 Q2	$7.33M	Buy	23,822 +24	+0.1%	+$6.75K	4.02%	8
2025 Q1	$6.54M	Buy	23,798 +29	+0.1%	+$8.42K	3.77%	9
2024 Q4	$6.89M	Buy	23,769 +265	+1%	+$77.3K	4.4%	9
2024 Q3	$6.66M	Buy	+23,504	New	+$6.41M	4.5%	9

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Global Wealth Management's VTI Position: Q3 2026 in Review

Global Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q3 2026, buying an estimated $6.75K and bringing the position to 22,053 shares worth $8.25M. The position accounts for 4.49% of the portfolio, ranked #8.

Global Wealth Management first reported a position in VTI in Q3 2024 and has held it in 9 quarters since. 3,086 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Global Wealth Management held 22,053 shares of Vanguard Morningstar Total Stock Market ETF worth $8.25M as of Q3 2026.
Global Wealth Management bought 18 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $6.75K.
Vanguard Morningstar Total Stock Market ETF made up 4.49% of Global Wealth Management's portfolio in Q3 2026, its #8 holding.
Global Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
3,086 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.