Lantz Financial
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Lantz Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lantz Financial’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 		$15.3M Sell
40,973
-181
-0.4% -$67.8K 2.79% 5
2026
Q2 		$15.2M Buy
41,154
+1,024
+3% +$366K 2.79% 5
2026
Q1 		$12.9M Buy
40,130
+2,031
+5% +$681K 2.66% 5
2025
Q4 		$12.8M Sell
38,099
-451
-1% -$150K 2.7% 4
2025
Q3 		$12.7M Buy
38,550
+649
+2% +$205K 2.8% 5
2025
Q2 		$11.5M Buy
37,901
+368
+1% +$104K 2.87% 5
2025
Q1 		$10.3M Buy
37,533
+615
+2% +$179K 2.82% 4
2024
Q4 		$10.7M Buy
36,918
+169
+0.5% +$49.3K 2.85% 5
2024
Q3 		$10.4M Buy
36,749
+1,014
+3% +$277K 2.82% 6
2024
Q2 		$9.6M Buy
35,735
+312
+0.9% +$80.8K 2.97% 5
2024
Q1 		$9.21M Sell
35,423
-649
-2% -$161K 2.96% 5
2023
Q4 		$8.56M Buy
36,072
+65
+0.2% +$14.4K 3.09% 5
2023
Q3 		$7.65M Sell
36,007
-103
-0.3% -$22.8K 3.04% 5
2023
Q2 		$7.95M Buy
36,110
+78
+0.2% +$16.3K 3.11% 4
2023
Q1 		$7.35M Buy
36,032
+322
+0.9% +$64.5K 3.06% 5
2022
Q4 		$6.83M Sell
35,710
-138
-0.4% -$26.6K 3.11% 4
2022
Q3 		$6.43M Sell
35,848
-57
-0.2% -$11.4K 3.35% 4
2022
Q2 		$6.77M Sell
35,905
-31,866
-47% -$6.55M 3.06% 6
2022
Q1 		$15.4M Sell
67,771
-716
-1% -$161K 6.28% 2
2021
Q4 		$16.5M Buy
68,487
+28
+0% +$6.61K 7.62% 2
2021
Q3 		$15.2M Sell
68,459
-680
-1% -$155K 7.79% 2
2021
Q2 		$15.4M Sell
69,139
-647
-0.9% -$140K 7.92% 2
2021
Q1 		$14.4M Sell
69,786
-284
-0.4% -$57.5K 8.21% 1
2020
Q4 		$13.6M Sell
70,070
-305
-0.4% -$55.8K 8.51% 1
2020
Q3 		$12M Buy
70,375
+360
+0.5% +$60.5K 8.06% 1
2020
Q2 		$11M Sell
70,015
-8,932
-11% -$1.32M 7.89% 1
2020
Q1 		$10.2M Sell
78,947
-1,233
-2% -$191K 7.97% 2
2019
Q4 		$13.1M Sell
80,180
-521
-0.6% -$81.6K 7.77% 2
2019
Q3 		$11.8M Buy
80,701
+114
+0.1% +$17.2K 7.98% 2
2019
Q2 		$12.2M Sell
80,587
-13
-0% -$1.92K 8.26% 2
2019
Q1 		$11.7M Buy
+80,600
New +$11.2M 8.46% 2

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 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

Lantz Financial's VTI Position: Q3 2026 in Review

Lantz Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.44% in Q3 2026, selling an estimated $67.8K and leaving 40,973 shares worth $15.3M. The position accounts for 2.79% of the portfolio, ranked #5.

Lantz Financial first reported a position in VTI in Q1 2019 and has held it in 31 quarters since. The position peaked at $16.5M in Q4 2021. 1,263 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Lantz Financial held 40,973 shares of Vanguard Morningstar Total Stock Market ETF worth $15.3M as of Q3 2026.
  • Lantz Financial sold 181 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $67.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.79% of Lantz Financial's portfolio in Q3 2026, its #5 holding.
  • Lantz Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $16.5M in Q4 2021.
  • 1,263 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.