Measured Wealth Private Client Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.74M | Sell |
4,638
-57
| -1% | -$21.4K | 0.44% | 36 |
|
|
2026
Q2 | $1.74M | Buy |
4,695
+279
| +6% | +$100K | 0.42% | 37 |
|
|
2026
Q1 | $1.42M | Sell |
4,416
-15
| -0.3% | -$5.03K | 0.39% | 36 |
|
|
2025
Q4 | $1.49M | Sell |
4,431
-633
| -13% | -$211K | 0.39% | 36 |
|
|
2025
Q3 | $1.66M | Sell |
5,064
-103
| -2% | -$32.5K | 0.45% | 29 |
|
|
2025
Q2 | $1.57M | Sell |
5,167
-15
| -0.3% | -$4.22K | 0.47% | 31 |
|
|
2025
Q1 | $1.42M | Sell |
5,182
-1,011
| -16% | -$294K | 0.46% | 30 |
|
|
2024
Q4 | $1.79M | Buy |
6,193
+1,326
| +27% | +$387K | 0.58% | 27 |
|
|
2024
Q3 | $1.38M | Buy |
4,867
+67
| +1% | +$18.3K | 0.46% | 30 |
|
|
2024
Q2 | $1.28M | Sell |
4,800
-497
| -9% | -$129K | 0.45% | 28 |
|
|
2024
Q1 | $1.38M | Sell |
5,297
-352
| -6% | -$87.1K | 0.48% | 25 |
|
|
2023
Q4 | $1.34M | Buy |
5,649
+124
| +2% | +$27.4K | 0.49% | 24 |
|
|
2023
Q3 | $1.17M | Sell |
5,525
-389
| -7% | -$86.1K | 0.47% | 30 |
|
|
2023
Q2 | $1.3M | Sell |
5,914
-26
| -0.4% | -$5.42K | 0.49% | 24 |
|
|
2023
Q1 | $1.21M | Buy |
5,940
+398
| +7% | +$79.7K | 0.47% | 30 |
|
|
2022
Q4 | $1.06M | Buy |
5,542
+25
| +0.5% | +$4.82K | 0.44% | 34 |
|
|
2022
Q3 | $990K | Hold |
5,517
| – | – | 0.44% | 34 |
|
|
2022
Q2 | $1.04M | Sell |
5,517
-2,654
| -32% | -$545K | 0.46% | 32 |
|
|
2022
Q1 | $1.86M | Sell |
8,171
-912
| -10% | -$205K | 0.68% | 19 |
|
|
2021
Q4 | $2.19M | Sell |
9,083
-63
| -0.7% | -$14.9K | 0.78% | 19 |
|
|
2021
Q3 | $2.03M | Sell |
9,146
-1,586
| -15% | -$362K | 0.78% | 23 |
|
|
2021
Q2 | $2.39M | Hold |
10,732
| – | – | 0.76% | 24 |
|
|
2021
Q1 | $2.22M | Sell |
10,732
-155
| -1% | -$31.4K | 0.79% | 23 |
|
|
2020
Q4 | $2.12M | Buy |
10,887
+2
| +0% | +$366 | 0.88% | 18 |
|
|
2020
Q3 | $1.85M | Sell |
10,885
-301
| -3% | -$50.6K | 0.9% | 18 |
|
|
2020
Q2 | $1.75M | Buy |
11,186
+4
| +0% | +$590 | 1.02% | 14 |
|
|
2020
Q1 | $1.44M | Buy |
11,182
+715
| +7% | +$111K | 1.12% | 17 |
|
|
2019
Q4 | $1.71M | Sell |
10,467
-1,314
| -11% | -$206K | 1.14% | 15 |
|
|
2019
Q3 | $1.78M | Sell |
11,781
-22,109
| -65% | -$3.33M | 1.15% | 19 |
|
|
2019
Q2 | $5.09M | Sell |
33,890
-494
| -1% | -$72.8K | 2.94% | 6 |
|
|
2019
Q1 | $4.98M | Buy |
34,384
+1,018
| +3% | +$142K | 3.07% | 6 |
|
|
2018
Q4 | $4.26M | Buy |
33,366
+1,658
| +5% | +$229K | 3.86% | 6 |
|
|
2018
Q3 | $4.74M | Buy |
31,708
+2,130
| +7% | +$313K | 2.85% | 6 |
|
|
2018
Q2 | $4.15M | Buy |
+29,578
| New | +$4.13M | 3.38% | 6 |
|
|
2017
Q3 | $3.32M | Buy |
+25,664
| New | +$3.25M | 4.54% | 6 |
|
Other funds holding VTI
Measured Wealth Private Client Group's VTI Position: Q3 2026 in Review
Measured Wealth Private Client Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q3 2026, selling an estimated $21.4K and leaving 4,638 shares worth $1.74M. The position accounts for 0.44% of the portfolio, ranked #36.
Measured Wealth Private Client Group first reported a position in VTI in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.09M in Q2 2019. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.
- Measured Wealth Private Client Group held 4,638 shares of Vanguard Morningstar Total Stock Market ETF worth $1.74M as of Q3 2026.
- Measured Wealth Private Client Group sold 57 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $21.4K.
- Vanguard Morningstar Total Stock Market ETF made up 0.44% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #36 holding.
- Measured Wealth Private Client Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 35 quarters since.
- Measured Wealth Private Client Group's Vanguard Morningstar Total Stock Market ETF position peaked at $5.09M in Q2 2019.
- 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.