Mindset Wealth Management
VTI icon

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

Mindset Wealth 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 		$293K Hold
783
– – 0.05% 145
2026
Q2 		$290K Hold
783
– – 0.06% 145
2026
Q1 		$251K Buy
783
+81
+12% +$27.2K 0.07% 144
2025
Q4 		$235K Sell
702
-44
-6% -$14.6K 0.06% 160
2025
Q3 		$245K Hold
746
– – 0.07% 146
2025
Q2 		$227K Hold
746
– – 0.07% 137
2025
Q1 		$205K Sell
746
-17
-2% -$4.94K 0.08% 138
2024
Q4 		$221K Buy
763
+44
+6% +$12.8K 0.08% 120
2024
Q3 		$204K Buy
+719
New +$196K 0.08% 118

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

Mindset Wealth Management's VTI Position: Q3 2026 in Review

Mindset Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 783 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #145.

Mindset Wealth Management first reported a position in VTI in Q3 2024 and has held it in 9 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Mindset Wealth Management held 783 shares of Vanguard Morningstar Total Stock Market ETF worth $293K as of Q3 2026.
  • Mindset Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Mindset Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.