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Intergy Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Intergy Private Wealth’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 		$2.04M Sell
5,457
-79
-1% -$29.6K 0.46% 32
2026
Q2 		$2.05M Buy
5,536
+1,102
+25% +$394K 0.47% 32
2026
Q1 		$1.42M Buy
4,434
+28
+0.6% +$9.39K 0.42% 34
2025
Q4 		$1.48M Buy
4,406
+841
+24% +$280K 0.45% 32
2025
Q3 		$1.17M Buy
3,565
+47
+1% +$14.8K 0.37% 42
2025
Q2 		$1.07M Sell
3,518
-938
-21% -$264K 0.36% 41
2025
Q1 		$1.22M Buy
4,456
+93
+2% +$27K 0.47% 32
2024
Q4 		$1.26M Sell
4,363
-166
-4% -$48.4K 0.47% 31
2024
Q3 		$1.28M Sell
4,529
-132
-3% -$36K 0.49% 31
2024
Q2 		$1.25M Sell
4,661
-71
-2% -$18.4K 0.51% 30
2024
Q1 		$1.23M Buy
4,732
+35
+0.7% +$8.66K 0.51% 34
2023
Q4 		$1.11M Sell
4,697
-358
-7% -$79.1K 0.48% 35
2023
Q3 		$1.07M Buy
5,055
+5
+0.1% +$1.11K 0.54% 34
2023
Q2 		$1.11M Buy
5,050
+80
+2% +$16.7K 0.54% 36
2023
Q1 		$1.01M Sell
4,970
-291
-6% -$58.3K 0.57% 34
2022
Q4 		$1.01M Buy
5,261
+126
+2% +$24.3K 0.63% 30
2022
Q3 		$922K Buy
5,135
+3
+0.1% +$598 0.65% 32
2022
Q2 		$968K Sell
5,132
-25
-0.5% -$5.14K 0.76% 24
2022
Q1 		$1.17M Sell
5,157
-675
-12% -$152K 0.82% 23
2021
Q4 		$1.41M Buy
+5,832
New +$1.38M 1.1% 24

Other funds holding VTI

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Intergy Private Wealth's VTI Position: Q3 2026 in Review

Intergy Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q3 2026, selling an estimated $29.6K and leaving 5,457 shares worth $2.04M. The position accounts for 0.46% of the portfolio, ranked #32.

Intergy Private Wealth first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.05M in Q2 2026. 1,046 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Intergy Private Wealth held 5,457 shares of Vanguard Morningstar Total Stock Market ETF worth $2.04M as of Q3 2026.
  • Intergy Private Wealth sold 79 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $29.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.46% of Intergy Private Wealth's portfolio in Q3 2026, its #32 holding.
  • Intergy Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Intergy Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $2.05M in Q2 2026.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.