Jeter Robert S II’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jeter Robert S II’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	$614K	Buy	+1,610	New	+$603K	0.41%	37

Other funds holding VTI

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Jeter Robert S II's VTI Position: Q3 2026 in Review

Jeter Robert S II opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 1,610 shares worth $614K. The stake represents 0.41% of the portfolio and ranks #37 among its holdings.

1,114 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Jeter Robert S II held 1,610 shares of Vanguard Morningstar Total Stock Market ETF worth $614K as of Q3 2026.
Vanguard Morningstar Total Stock Market ETF was a new Jeter Robert S II position in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.41% of Jeter Robert S II's portfolio in Q3 2026, its #37 holding.
1,114 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Jeter Robert S II's 13F filing for Q3 2026, filed 16 Oct 2026.