HWA
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Heritage Wealth Architects’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Heritage Wealth Architects’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 		$4.34M Sell
11,494
-137
-1% -$51.3K 1.77% 10
2026
Q2 		$4.3M Sell
11,631
-259
-2% -$92.6K 1.71% 10
2026
Q1 		$4.22M Buy
11,890
+237
+2% +$79.5K 1.77% 10
2025
Q4 		$3.97M Buy
11,653
+30
+0.3% +$9.98K 1.85% 11
2025
Q3 		$3.81M Sell
11,623
-435
-4% -$137K 2.35% 11
2025
Q2 		$3.66M Buy
12,058
+1,074
+10% +$302K 2.7% 11
2025
Q1 		$3.02M Buy
+10,984
New +$3.19M 2.93% 8

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

Heritage Wealth Architects's VTI Position: Q3 2026 in Review

Heritage Wealth Architects reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q3 2026, selling an estimated $51.3K and leaving 11,494 shares worth $4.34M. The position accounts for 1.77% of the portfolio, ranked #10.

Heritage Wealth Architects first reported a position in VTI in Q1 2025 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Heritage Wealth Architects held 11,494 shares of Vanguard Morningstar Total Stock Market ETF worth $4.34M as of Q3 2026.
  • Heritage Wealth Architects sold 137 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $51.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.77% of Heritage Wealth Architects's portfolio in Q3 2026, its #10 holding.
  • Heritage Wealth Architects first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.