Holos Integrated Wealth
VTI icon

Holos Integrated Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Holos Integrated Wealth’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 		$1.66M Sell
4,419
-922
-17% -$346K 0.75% 26
2026
Q2 		$1.97M Sell
5,341
-313
-6% -$112K 0.92% 24
2026
Q1 		$1.84M Buy
5,654
+5,652
+282,600% +$1.9M 0.93% 25
2025
Q4 		$673 Buy
+2
New +$665 ﹤0.01% 290

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Holos Integrated Wealth's VTI Position: Q3 2026 in Review

Holos Integrated Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q3 2026, selling an estimated $346K and leaving 4,419 shares worth $1.66M. The position accounts for 0.75% of the portfolio, ranked #26.

Holos Integrated Wealth first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q2 2026. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Holos Integrated Wealth held 4,419 shares of Vanguard Morningstar Total Stock Market ETF worth $1.66M as of Q3 2026.
  • Holos Integrated Wealth sold 922 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $346K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.75% of Holos Integrated Wealth's portfolio in Q3 2026, its #26 holding.
  • Holos Integrated Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • Holos Integrated Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.97M in Q2 2026.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.