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Heritage Wealth Management (Texas)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Heritage Wealth Management (Texas)’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
Q1 		$284K Sell
884
-6
-0.7% -$2.01K 0.12% 30
2025
Q4 		$298K Sell
890
-46
-5% -$15.3K 0.13% 30
2025
Q3 		$307K Buy
+936
New +$296K 0.14% 29

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Texas)'s VTI Position: Q1 2026 in Review

Heritage Wealth Management (Texas) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.67% in Q1 2026, selling an estimated $2.01K and leaving 884 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #30.

Heritage Wealth Management (Texas) first reported a position in VTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $307K in Q3 2025. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Heritage Wealth Management (Texas) held 884 shares of Vanguard Morningstar Total Stock Market ETF worth $284K as of Q1 2026.
  • Heritage Wealth Management (Texas) sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $2.01K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #30 holding.
  • Heritage Wealth Management (Texas) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Heritage Wealth Management (Texas)'s Vanguard Morningstar Total Stock Market ETF position peaked at $307K in Q3 2025.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.