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Inspirion Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Inspirion Wealth Advisors’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 		$1.11M Sell
2,977
-1
-0% -$375 0.13% 70
2026
Q2 		$1.1M Hold
2,978
– – 0.13% 68
2026
Q1 		$955K Hold
2,978
– – 0.12% 71
2025
Q4 		$998K Buy
2,978
+760
+34% +$253K 0.12% 72
2025
Q3 		$628K Hold
2,218
– – 0.09% 86
2025
Q2 		$674K Hold
2,218
– – 0.09% 81
2025
Q1 		$610K Sell
2,218
-765
-26% -$222K 0.08% 84
2024
Q4 		$869K Buy
2,983
+765
+34% +$223K 0.12% 64
2024
Q3 		$628K Sell
2,218
-7
-0.3% -$1.91K 0.09% 86
2024
Q2 		$595K Buy
2,225
+1,382
+164% +$358K 0.09% 83
2024
Q1 		$219K Buy
+843
New +$209K 0.04% 137
2023
Q4 		– Sell
-1,095
Closed -$233K – 146
2023
Q3 		$233K Hold
1,095
– – 0.05% 126
2023
Q2 		$241K Buy
+1,095
New +$228K 0.05% 124
2021
Q3 		– Sell
-1,207
Closed -$269K – 90
2021
Q2 		$269K Buy
+1,207
New +$262K 0.07% 78

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

Inspirion Wealth Advisors's VTI Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q3 2026, selling an estimated $375 and leaving 2,977 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #70.

Inspirion Wealth Advisors first reported a position in VTI in Q2 2021 and has held it in 14 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Inspirion Wealth Advisors held 2,977 shares of Vanguard Morningstar Total Stock Market ETF worth $1.11M as of Q3 2026.
  • Inspirion Wealth Advisors sold 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #70 holding.
  • Inspirion Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 14 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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