Herold Advisors
VTI icon

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

Herold 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 		$530K Sell
1,418
-63
-4% -$23.6K 0.1% 171
2026
Q2 		$548K Hold
1,481
– – 0.11% 173
2026
Q1 		$475K Sell
1,481
-50
-3% -$16.8K 0.1% 179
2025
Q4 		$513K Buy
+1,531
New +$509K 0.11% 165
2025
Q3 		– Sell
-1,503
Closed -$457K – 313
2025
Q2 		$457K Buy
1,503
+1
+0.1% +$281 0.1% 195
2025
Q1 		$413K Buy
1,502
+169
+13% +$49.1K 0.09% 192
2024
Q4 		$386K Buy
1,333
+4
+0.3% +$1.17K 0.08% 200
2024
Q3 		$377K Sell
1,329
-598
-31% -$163K 0.08% 210
2024
Q2 		$516K Hold
1,927
– – 0.12% 175
2024
Q1 		$501K Buy
1,927
+2
+0.1% +$495 0.12% 177
2023
Q4 		$457K Buy
1,925
+2
+0.1% +$442 0.13% 169
2023
Q3 		$409K Buy
1,923
+2
+0.1% +$443 0.12% 177
2023
Q2 		$423K Sell
1,921
-298
-13% -$62.2K 0.13% 171
2023
Q1 		$453K Buy
+2,219
New +$444K 0.16% 149
2022
Q2 		– Sell
-425
Closed -$96.8K – 668
2022
Q1 		$96.8K Buy
+425
New +$95.6K 0.03% 272
2021
Q4 		– Sell
-425
Closed -$94K – 642
2021
Q3 		$94K Buy
+425
New +$96.9K 0.04% 286

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Herold Advisors's VTI Position: Q3 2026 in Review

Herold Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q3 2026, selling an estimated $23.6K and leaving 1,418 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #171.

Herold Advisors first reported a position in VTI in Q3 2021 and has held it in 16 quarters since. The position peaked at $548K in Q2 2026. 3,086 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Herold Advisors held 1,418 shares of Vanguard Morningstar Total Stock Market ETF worth $530K as of Q3 2026.
  • Herold Advisors sold 63 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $23.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Herold Advisors's portfolio in Q3 2026, its #171 holding.
  • Herold Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 16 quarters since.
  • Herold Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $548K in Q2 2026.
  • 3,086 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.