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Lawood & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lawood & Co’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 		$1.16M Hold
3,112
– – 0.81% 34
2026
Q2 		$1.15M Sell
3,112
-373
-11% -$133K 0.78% 36
2026
Q1 		$1.12M Hold
3,485
– – 1.04% 31
2025
Q4 		$1.17M Buy
+3,485
New +$1.16M 1.11% 30

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Lawood & Co's VTI Position: Q3 2026 in Review

Lawood & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 3,112 shares worth $1.16M. The position accounts for 0.81% of the portfolio, ranked #34.

Lawood & Co first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2025. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Lawood & Co held 3,112 shares of Vanguard Morningstar Total Stock Market ETF worth $1.16M as of Q3 2026.
  • Lawood & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.81% of Lawood & Co's portfolio in Q3 2026, its #34 holding.
  • Lawood & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $1.17M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.