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

Halter Ferguson 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	$438K	Sell	1,171 -1,527	-57%	-$572K	0.08%	24
2026 Q2	$998K	Sell	2,698 -309	-10%	-$110K	0.16%	23
2026 Q1	$965K	Sell	3,007 -74	-2%	-$24.8K	0.21%	24
2025 Q4	$1.03M	Buy	3,081 +13	+0.4%	+$4.32K	0.23%	25
2025 Q3	$1.01M	Sell	3,068 -82	-3%	-$25.9K	0.23%	21
2025 Q2	$957K	Buy	3,150 +643	+26%	+$181K	0.33%	18
2025 Q1	$689K	Hold	2,507	–	–	0.35%	21
2024 Q4	$727K	Sell	2,507 -2,794	-53%	-$815K	0.3%	22
2024 Q3	$1.5M	Buy	5,301 +154	+3%	+$42K	0.8%	18
2024 Q2	$1.38M	Sell	5,147 -11	-0.2%	-$2.85K	0.98%	16
2024 Q1	$1.34M	Sell	5,158 -743	-13%	-$184K	1.04%	16
2023 Q4	$1.4M	Buy	+5,901	New	+$1.3M	0.89%	18

Other funds holding VTI

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

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

HB Wealth Management Atlanta, Georgia $19.5B 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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Halter Ferguson Financial's VTI Position: Q3 2026 in Review

Halter Ferguson Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 57% in Q3 2026, selling an estimated $572K and leaving 1,171 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #24.

Halter Ferguson Financial first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q3 2024. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Halter Ferguson Financial held 1,171 shares of Vanguard Morningstar Total Stock Market ETF worth $438K as of Q3 2026.
Halter Ferguson Financial sold 1,527 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $572K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Halter Ferguson Financial's portfolio in Q3 2026, its #24 holding.
Halter Ferguson Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
Halter Ferguson Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $1.5M in Q3 2024.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Halter Ferguson Financial's 13F filing for Q3 2026, filed 21 Oct 2026.