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

Intellus 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	$2.4M	Buy	6,413 +49	+0.8%	+$18.4K	0.28%	35
2026 Q2	$2.36M	Sell	6,364 -212	-3%	-$75.8K	0.29%	37
2026 Q1	$2.11M	Sell	6,576 -457	-6%	-$153K	0.29%	38
2025 Q4	$2.36M	Sell	7,033 -22	-0.3%	-$7.32K	0.31%	34
2025 Q3	$2.32M	Sell	7,055 -142	-2%	-$44.9K	0.32%	32
2025 Q2	$2.19M	Buy	7,197 +5	+0.1%	+$1.41K	0.33%	31
2025 Q1	$1.98M	Buy	7,192 +17	+0.2%	+$4.94K	0.35%	33
2024 Q4	$2.08M	Buy	+7,175	New	+$2.09M	0.36%	34

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

Intellus Advisors's VTI Position: Q3 2026 in Review

Intellus Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.77% in Q3 2026, buying an estimated $18.4K and bringing the position to 6,413 shares worth $2.4M. The position accounts for 0.28% of the portfolio, ranked #35.

Intellus Advisors 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.

Intellus Advisors held 6,413 shares of Vanguard Morningstar Total Stock Market ETF worth $2.4M as of Q3 2026.
Intellus Advisors bought 49 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $18.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Intellus Advisors's portfolio in Q3 2026, its #35 holding.
Intellus Advisors 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 Intellus Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.