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Intelligence Driven Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Intelligence Driven Advisers’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 		$866K Sell
2,315
-351
-13% -$132K 0.15% 55
2026
Q2 		$986K Buy
2,666
+35
+1% +$12.5K 0.16% 53
2026
Q1 		$844K Sell
2,631
-30
-1% -$10.1K 0.15% 52
2025
Q4 		$892K Sell
2,661
-10
-0.4% -$3.33K 0.13% 52
2025
Q3 		$877K Buy
2,671
+1,164
+77% +$368K 0.12% 52
2025
Q2 		$458K Sell
1,507
-135
-8% -$38K 0.07% 68
2025
Q1 		$451K Buy
1,642
+347
+27% +$101K 0.09% 59
2024
Q4 		$375K Sell
1,295
-72
-5% -$21K 0.07% 62
2024
Q3 		$387K Buy
1,367
+182
+15% +$49.6K 0.06% 70
2024
Q2 		$317K Sell
1,185
-5
-0.4% -$1.29K 0.04% 81
2024
Q1 		$309K Buy
1,190
+1
+0.1% +$247 0.05% 74
2023
Q4 		$285K Sell
1,189
-153
-11% -$33.8K 0.05% 69
2023
Q3 		$283K Buy
+1,342
New +$297K 0.05% 71
2021
Q3 		– Sell
-2,116
Closed -$471K – 94
2021
Q2 		$471K Buy
2,116
+156
+8% +$33.9K 0.09% 64
2021
Q1 		$405K Sell
1,960
-18
-0.9% -$3.64K 0.09% 59
2020
Q4 		$385K Hold
1,978
– – 0.09% 70
2020
Q3 		$337K Sell
1,978
-6,116
-76% -$1.03M 0.08% 65
2020
Q2 		$1.27M Sell
8,094
-6,570
-45% -$969K 0.45% 39
2020
Q1 		$1.89M Sell
14,664
-46
-0.3% -$7.11K 0.88% 29
2019
Q4 		$2.41M Sell
14,710
-440
-3% -$68.9K 1.09% 20
2019
Q3 		$2.29M Sell
15,150
-160
-1% -$24.1K 1.08% 20
2019
Q2 		$2.3M Sell
15,310
-775
-5% -$114K 1.09% 26
2019
Q1 		$2.33M Sell
16,085
-386
-2% -$53.9K 1.27% 23
2018
Q4 		$2.1M Buy
+16,471
New +$2.27M 1.33% 25

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

Intelligence Driven Advisers's VTI Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q3 2026, selling an estimated $132K and leaving 2,315 shares worth $866K. The position accounts for 0.15% of the portfolio, ranked #55.

Intelligence Driven Advisers first reported a position in VTI in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.41M in Q4 2019. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Intelligence Driven Advisers held 2,315 shares of Vanguard Morningstar Total Stock Market ETF worth $866K as of Q3 2026.
  • Intelligence Driven Advisers sold 351 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $132K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Intelligence Driven Advisers's portfolio in Q3 2026, its #55 holding.
  • Intelligence Driven Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 24 quarters since.
  • Intelligence Driven Advisers's Vanguard Morningstar Total Stock Market ETF position peaked at $2.41M in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.