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

Lauer 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	$312K	Sell	821 -1,596	-66%	-$598K	0.19%	65
2026 Q2	$897K	Buy	2,417 +4	+0.2%	+$1.43K	0.54%	29
2026 Q1	$805K	Sell	2,413 -63	-3%	-$21.1K	0.64%	24
2025 Q4	$842K	Hold	2,476	–	–	0.63%	23
2025 Q3	$813K	Sell	2,476 -20	-0.8%	-$6.32K	0.58%	23
2025 Q2	$780K	Hold	2,496	–	–	0.64%	20
2025 Q1	$681K	Sell	2,496 -2,416	-49%	-$702K	0.52%	23
2024 Q4	$1.42M	Buy	4,912 +581	+13%	+$170K	0.95%	16
2024 Q3	$1.23M	Buy	4,331 +139	+3%	+$37.9K	0.95%	17
2024 Q2	$1.15M	Buy	4,192 +71	+2%	+$18.4K	0.9%	17
2024 Q1	$1.06M	Buy	4,121 +684	+20%	+$169K	0.92%	19
2023 Q4	$827K	Buy	3,437 +931	+37%	+$206K	0.77%	21
2023 Q3	$541K	Sell	2,506 -27	-1%	-$5.98K	0.58%	25
2023 Q2	$571K	Buy	2,533 +109	+4%	+$22.7K	0.59%	25
2023 Q1	$497K	Buy	+2,424	New	+$485K	0.62%	22

Other funds holding VTI

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

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

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Lauer Wealth's VTI Position: Q3 2026 in Review

Lauer Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 66% in Q3 2026, selling an estimated $598K and leaving 821 shares worth $312K. The position accounts for 0.19% of the portfolio, ranked #65.

Lauer Wealth first reported a position in VTI in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.42M in Q4 2024. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Lauer Wealth held 821 shares of Vanguard Morningstar Total Stock Market ETF worth $312K as of Q3 2026.
Lauer Wealth sold 1,596 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $598K.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Lauer Wealth's portfolio in Q3 2026, its #65 holding.
Lauer Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
Lauer Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.42M in Q4 2024.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.