Horst & Graben Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Horst & Graben 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 Q1	–	Sell	-1,310	Closed	-$439K	–	199
2025 Q4	$439K	Buy	+1,310	New	+$436K	0.07%	118
2025 Q1	–	Sell	-820	Closed	-$238K	–	170
2024 Q4	$238K	Sell	820 -3	-0.4%	-$875	0.04%	138
2024 Q3	$233K	Buy	823 +20	+2%	+$5.46K	0.04%	138
2024 Q2	$215K	Buy	803 +13	+2%	+$3.37K	0.04%	143
2024 Q1	$205K	Sell	790 -203	-20%	-$50.2K	0.04%	141
2023 Q4	$236K	Buy	+993	New	+$220K	0.05%	121

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horst & Graben Wealth Management's VTI Position: Q1 2026 in Review

Horst & Graben Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 1,310 shares — an estimated $439K sold.

Horst & Graben Wealth Management first reported a position in VTI in Q4 2023 and held it in 6 quarters. The position peaked at $439K in Q4 2025. 3,570 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Horst & Graben Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Horst & Graben Wealth Management sold 1,310 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $439K.
Horst & Graben Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 6 quarters.
Horst & Graben Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $439K in Q4 2025.
3,570 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.