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Heartwood Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Heartwood Wealth Advisors’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 		$789K Buy
2,109
+249
+13% +$93.3K 0.06% 119
2026
Q2 		$688K Hold
1,860
– – 0.05% 122
2026
Q1 		$597K Buy
1,860
+14
+0.8% +$4.7K 0.05% 124
2025
Q4 		$619K Buy
1,846
+44
+2% +$14.6K 0.06% 104
2025
Q3 		$591K Buy
1,802
+701
+64% +$221K 0.06% 110
2025
Q2 		$335K Hold
1,101
– – 0.03% 141
2025
Q1 		$303K Buy
1,101
+112
+11% +$32.5K 0.03% 136
2024
Q4 		$287K Buy
989
+14
+1% +$4.08K 0.03% 137
2024
Q3 		$276K Buy
975
+23
+2% +$6.27K 0.03% 139
2024
Q2 		$255K Buy
952
+87
+10% +$22.5K 0.03% 147
2024
Q1 		$225K Buy
+865
New +$214K 0.03% 144
2022
Q4 		– Sell
-2,045
Closed -$367K – 132
2022
Q3 		$367K Hold
2,045
– – 0.06% 82
2022
Q2 		$386K Hold
2,045
– – 0.06% 84
2022
Q1 		$466K Sell
2,045
-257
-11% -$57.8K 0.07% 78
2021
Q4 		$556K Hold
2,302
– – 0.08% 62
2021
Q3 		$511K Buy
2,302
+314
+16% +$71.6K 0.08% 61
2021
Q2 		$443K Hold
1,988
– – 0.07% 66
2021
Q1 		$411K Buy
1,988
+58
+3% +$11.7K 0.07% 61
2020
Q4 		$376K Hold
1,930
– – 0.06% 60
2020
Q3 		$329K Hold
1,930
– – 0.06% 62
2020
Q2 		$302K Buy
+1,930
New +$285K 0.06% 58

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Heartwood Wealth Advisors's VTI Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q3 2026, buying an estimated $93.3K and bringing the position to 2,109 shares worth $789K. The position accounts for 0.06% of the portfolio, ranked #119.

Heartwood Wealth Advisors first reported a position in VTI in Q2 2020 and has held it in 21 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Heartwood Wealth Advisors held 2,109 shares of Vanguard Morningstar Total Stock Market ETF worth $789K as of Q3 2026.
  • Heartwood Wealth Advisors bought 249 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $93.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #119 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 21 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.