Innovative Wealth Building’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Innovative Wealth Building’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	$5.17M	Buy	13,817 +4,803	+53%	+$1.8M	2.86%	7
2026 Q2	$3.34M	Buy	9,014 +5,064	+128%	+$1.81M	1.94%	11
2026 Q1	$1.27M	Buy	3,950 +1,783	+82%	+$598K	0.89%	19
2025 Q4	$727K	Buy	2,167 +473	+28%	+$157K	0.53%	34
2025 Q3	$556K	Buy	1,694 +56	+3%	+$17.7K	0.43%	36
2025 Q2	$498K	Sell	1,638 -202	-11%	-$56.8K	0.41%	37
2025 Q1	$506K	Sell	1,840 -278	-13%	-$80.8K	0.47%	34
2024 Q4	$614K	Buy	+2,118	New	+$618K	0.56%	31

Other funds holding VTI

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

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Innovative Wealth Building's VTI Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 53% in Q3 2026, buying an estimated $1.8M and bringing the position to 13,817 shares worth $5.17M. The position accounts for 2.86% of the portfolio, ranked #7.

Innovative Wealth Building first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Innovative Wealth Building held 13,817 shares of Vanguard Morningstar Total Stock Market ETF worth $5.17M as of Q3 2026.
Innovative Wealth Building bought 4,803 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.8M.
Vanguard Morningstar Total Stock Market ETF made up 2.86% of Innovative Wealth Building's portfolio in Q3 2026, its #7 holding.
Innovative Wealth Building first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.