HWM
VTI icon

Horizons Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Horizons Wealth Management’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 		$607K Buy
+1,623
New +$608K 0.38% 41
2026
Q1 		$568K Hold
1,772
– – 0.37% 41
2025
Q4 		$594K Buy
1,772
+136
+8% +$45.2K 0.39% 41
2025
Q3 		$537K Buy
1,636
+4
+0.2% +$1.26K 0.37% 40
2025
Q2 		$496K Buy
1,632
+12
+0.7% +$3.38K 0.35% 40
2025
Q1 		$445K Sell
1,620
-230
-12% -$66.8K 0.33% 41
2024
Q4 		$536K Buy
1,850
+57
+3% +$16.6K 0.41% 37
2024
Q3 		$508K Sell
1,793
-46
-3% -$12.5K 0.39% 36
2024
Q2 		$498K Buy
1,839
+16
+0.9% +$4.14K 0.39% 37
2024
Q1 		$432K Hold
1,823
– – 0.28% 42
2023
Q4 		$432K Sell
1,823
-37
-2% -$8.18K 0.28% 42
2023
Q3 		$395K Buy
1,860
+1
+0.1% +$221 0.29% 43
2023
Q2 		$410K Hold
1,859
– – 0.29% 41
2023
Q1 		$379K Sell
1,859
-9
-0.5% -$1.8K 0.28% 41
2022
Q4 		$357K Sell
1,868
-42
-2% -$8.09K 0.29% 37
2022
Q3 		$343K Buy
1,910
+5
+0.3% +$997 0.32% 34
2022
Q2 		$409K Buy
+1,905
New +$391K 0.33% 34

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

Horizons Wealth Management's VTI Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 1,623 shares worth $607K. The stake represents 0.38% of the portfolio and ranks #41 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in VTI as recently as Q1 2026.

Horizons Wealth Management first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Horizons Wealth Management held 1,623 shares of Vanguard Morningstar Total Stock Market ETF worth $607K as of Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Horizons Wealth Management position in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of Horizons Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Horizons Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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