LPWM LLC
VTI icon

LPWM LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LPWM LLC’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 		$2.8M Buy
7,495
+110
+1% +$41.2K 0.61% 27
2026
Q2 		$2.73M Buy
7,385
+101
+1% +$36.1K 0.61% 28
2026
Q1 		$2.34M Buy
7,284
+293
+4% +$98.3K 0.59% 27
2025
Q4 		$2.34M Buy
6,991
+204
+3% +$67.9K 0.59% 29
2025
Q3 		$2.23M Buy
6,787
+86
+1% +$27.2K 0.59% 29
2025
Q2 		$2.04M Sell
6,701
-28
-0.4% -$7.88K 0.59% 28
2025
Q1 		$1.85M Buy
6,729
+59
+0.9% +$17.1K 0.6% 26
2024
Q4 		$1.93M Sell
6,670
-691
-9% -$202K 0.62% 29
2024
Q3 		$2.06M Sell
7,361
-1,016
-12% -$277K 0.67% 26
2024
Q2 		$2.28M Buy
8,377
+599
+8% +$155K 0.79% 26
2024
Q1 		$1.98M Buy
7,778
+464
+6% +$115K 0.73% 26
2023
Q4 		$1.7M Buy
7,314
+899
+14% +$199K 0.67% 25
2023
Q3 		$1.36M Buy
6,415
+656
+11% +$145K 0.61% 28
2023
Q2 		$1.27M Sell
5,759
-51
-0.9% -$10.6K 0.56% 26
2023
Q1 		$1.19M Sell
5,810
-33
-0.6% -$6.61K 0.57% 26
2022
Q4 		$1.14M Sell
5,843
-1,855
-24% -$357K 0.62% 25
2022
Q3 		$1.38M Buy
7,698
+577
+8% +$115K 0.82% 22
2022
Q2 		$1.39M Sell
7,121
-22
-0.3% -$4.52K 0.77% 23
2022
Q1 		$1.61M Buy
7,143
+37
+0.5% +$8.32K 0.8% 21
2021
Q4 		$1.72M Buy
7,106
+383
+6% +$90.4K 0.91% 17
2021
Q3 		$1.51M Buy
6,723
+178
+3% +$40.6K 0.9% 18
2021
Q2 		$1.48M Sell
6,545
-119
-2% -$25.8K 0.89% 17
2021
Q1 		$1.4M Buy
6,664
+684
+11% +$138K 0.94% 17
2020
Q4 		$1.16M Sell
5,980
-1,662
-22% -$304K 0.87% 18
2020
Q3 		$1.31M Buy
7,642
+54
+0.7% +$9.08K 1.06% 17
2020
Q2 		$1.19M Buy
7,588
+203
+3% +$29.9K 1.08% 17
2020
Q1 		$952K Sell
7,385
-1,556
-17% -$241K 1.04% 14
2019
Q4 		$1.46M Buy
+8,941
New +$1.4M 1.35% 14

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
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
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 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

LPWM LLC's VTI Position: Q3 2026 in Review

LPWM LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q3 2026, buying an estimated $41.2K and bringing the position to 7,495 shares worth $2.8M. The position accounts for 0.61% of the portfolio, ranked #27.

LPWM LLC first reported a position in VTI in Q4 2019 and has held it in 28 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • LPWM LLC held 7,495 shares of Vanguard Morningstar Total Stock Market ETF worth $2.8M as of Q3 2026.
  • LPWM LLC bought 110 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $41.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.61% of LPWM LLC's portfolio in Q3 2026, its #27 holding.
  • LPWM LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.