LAM Group
VTI icon

LAM Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LAM Group’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 		$5.93M Sell
15,843
-50
-0.3% -$18.7K 2.99% 11
2026
Q2 		$5.88M Buy
15,893
+2
+0% +$715 2.92% 12
2026
Q1 		$5.1M Buy
15,891
+634
+4% +$213K 2.8% 14
2025
Q4 		$5.12M Sell
15,257
-50
-0.3% -$16.6K 2.93% 11
2025
Q3 		$5.02M Sell
15,307
-600
-4% -$190K 3.11% 10
2025
Q2 		$4.83M Sell
15,907
-300
-2% -$84.4K 3.23% 9
2025
Q1 		$4.45M Sell
16,207
-55
-0.3% -$16K 3.28% 10
2024
Q4 		$4.71M Buy
16,262
+250
+2% +$72.9K 3.36% 10
2024
Q3 		$4.53M Sell
16,012
-70
-0.4% -$19.1K 3.21% 8
2024
Q2 		$4.3M Hold
16,082
– – 3.63% 8
2024
Q1 		$4.18M Buy
16,082
+750
+5% +$186K 3.41% 11
2023
Q4 		$3.64M Sell
15,332
-1,675
-10% -$370K 3.31% 11
2023
Q3 		$3.61M Buy
17,007
+750
+5% +$166K 3.55% 11
2023
Q2 		$3.58M Sell
16,257
-5
-0% -$1.04K 3.33% 11
2023
Q1 		$3.32M Buy
16,262
+125
+0.8% +$25K 3.25% 12
2022
Q4 		$3.09M Buy
+16,137
New +$3.11M 3.17% 13

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

LAM Group's VTI Position: Q3 2026 in Review

LAM Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.31% in Q3 2026, selling an estimated $18.7K and leaving 15,843 shares worth $5.93M. The position accounts for 2.99% of the portfolio, ranked #11.

LAM Group first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • LAM Group held 15,843 shares of Vanguard Morningstar Total Stock Market ETF worth $5.93M as of Q3 2026.
  • LAM Group sold 50 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $18.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.99% of LAM Group's portfolio in Q3 2026, its #11 holding.
  • LAM Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.