Milestone Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Milestone Asset Management’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	$439K	Buy	1,172 +173	+17%	+$64.8K	0.07%	182
2026 Q2	$370K	Sell	999 -14	-1%	-$5.01K	0.06%	208
2026 Q1	$325K	Buy	1,013 +249	+33%	+$83.5K	0.06%	194
2025 Q4	$256K	Buy	764 +12	+2%	+$3.99K	0.05%	189
2025 Q3	$247K	Sell	752 -362	-32%	-$114K	0.05%	201
2025 Q2	$339K	Buy	+1,114	New	+$313K	0.07%	169
2024 Q1	–	Sell	-854	Closed	-$203K	–	175
2023 Q4	$203K	Buy	+854	New	+$189K	0.07%	85

Other funds holding VTI

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Milestone Asset Management's VTI Position: Q3 2026 in Review

Milestone Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q3 2026, buying an estimated $64.8K and bringing the position to 1,172 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #182.

Milestone Asset Management first reported a position in VTI in Q4 2023 and has held it in 7 quarters since. 727 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Milestone Asset Management held 1,172 shares of Vanguard Morningstar Total Stock Market ETF worth $439K as of Q3 2026.
Milestone Asset Management bought 173 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $64.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Milestone Asset Management's portfolio in Q3 2026, its #182 holding.
Milestone Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 7 quarters since.
727 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.