IMPACTfolio’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IMPACTfolio’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	$1.24M	Hold	3,325	–	–	0.45%	15
2026 Q2	$1.23M	Sell	3,325 -70	-2%	-$25K	0.46%	16
2026 Q1	$1.09M	Buy	3,395 +34	+1%	+$11.4K	0.46%	14
2025 Q4	$1.13M	Hold	3,361	–	–	0.47%	13
2025 Q3	$1.1M	Hold	3,361	–	–	0.48%	16
2025 Q2	$1.02M	Buy	3,361 +156	+5%	+$43.9K	0.48%	16
2025 Q1	$881K	Buy	3,205 +407	+15%	+$118K	0.46%	17
2024 Q4	$811K	Sell	2,798 -17	-0.6%	-$4.96K	0.42%	17
2024 Q3	$797K	Hold	2,815	–	–	0.41%	17
2024 Q2	$753K	Buy	2,815 +1,744	+163%	+$451K	0.42%	17
2024 Q1	$278K	Hold	1,071	–	–	0.17%	26
2023 Q4	$255K	Sell	1,071 -11	-1%	-$2.43K	0.17%	33
2023 Q3	$230K	Sell	1,082 -733	-40%	-$162K	0.17%	27
2023 Q2	$400K	Buy	1,815 +724	+66%	+$151K	0.32%	20
2023 Q1	$223K	Sell	1,091 -229	-17%	-$45.8K	0.19%	31
2022 Q4	$252K	Buy	+1,320	New	+$254K	0.23%	32
2022 Q2	–	Sell	-1,108	Closed	-$252K	–	50
2022 Q1	$252K	Sell	1,108 -268	-19%	-$60.3K	0.19%	48
2021 Q4	$332K	Buy	+1,376	New	+$325K	0.29%	34

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

IMPACTfolio's VTI Position: Q3 2026 in Review

IMPACTfolio held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 3,325 shares worth $1.24M. The position accounts for 0.45% of the portfolio, ranked #15.

IMPACTfolio first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

IMPACTfolio held 3,325 shares of Vanguard Morningstar Total Stock Market ETF worth $1.24M as of Q3 2026.
IMPACTfolio left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of IMPACTfolio's portfolio in Q3 2026, its #15 holding.
IMPACTfolio first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.