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Insight Wealth Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Insight Wealth Strategies’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 		$372K Sell
994
-99
-9% -$37.1K 0.04% 141
2026
Q2 		$404K Buy
1,093
+308
+39% +$110K 0.04% 135
2026
Q1 		$252K Buy
785
+2
+0.3% +$671 0.03% 162
2025
Q4 		$263K Buy
783
+2
+0.3% +$665 0.03% 155
2025
Q3 		$256K Buy
781
+1
+0.1% +$316 0.03% 157
2025
Q2 		$237K Sell
780
-25
-3% -$7.03K 0.03% 155
2025
Q1 		$221K Buy
805
+1
+0.1% +$291 0.03% 147
2024
Q4 		$233K Buy
804
+28
+4% +$8.17K 0.03% 143
2024
Q3 		$220K Buy
776
+1
+0.1% +$273 0.03% 152
2024
Q2 		$207K Sell
775
-72
-9% -$18.6K 0.03% 154
2024
Q1 		$220K Buy
847
+1
+0.1% +$247 0.03% 155
2023
Q4 		$201K Buy
+846
New +$187K 0.03% 151

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

Insight Wealth Strategies's VTI Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.1% in Q3 2026, selling an estimated $37.1K and leaving 994 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #141.

Insight Wealth Strategies first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $404K in Q2 2026. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Insight Wealth Strategies held 994 shares of Vanguard Morningstar Total Stock Market ETF worth $372K as of Q3 2026.
  • Insight Wealth Strategies sold 99 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $37.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #141 holding.
  • Insight Wealth Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • Insight Wealth Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $404K in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.