MHWM
VTI icon

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

Montz Harcus 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 		$2.09M Buy
5,577
+2
+0% +$750 0.73% 21
2026
Q2 		$2.06M Buy
5,575
+6
+0.1% +$2.15K 0.73% 20
2026
Q1 		$1.79M Buy
5,569
+4,328
+349% +$1.45M 0.72% 22
2025
Q4 		$416K Buy
1,241
+50
+4% +$16.6K 0.17% 52
2025
Q3 		$391K Buy
1,191
+1
+0.1% +$316 0.17% 52
2025
Q2 		$362K Sell
1,190
-11
-0.9% -$3.09K 0.17% 49
2025
Q1 		$330K Buy
1,201
+16
+1% +$4.65K 0.18% 50
2024
Q4 		$343K Buy
1,185
+4
+0.3% +$1.17K 0.19% 48
2024
Q3 		$335K Buy
1,181
+1
+0.1% +$273 0.2% 50
2024
Q2 		$316K Buy
1,180
+193
+20% +$50K 0.2% 46
2024
Q1 		$257K Buy
987
+1
+0.1% +$247 0.17% 51
2023
Q4 		$234K Buy
986
+2
+0.2% +$442 0.18% 46
2023
Q3 		$209K Buy
984
+2
+0.2% +$443 0.18% 50
2023
Q2 		$216K Buy
982
+1
+0.1% +$209 0.18% 54
2023
Q1 		$200K Buy
+981
New +$196K 0.19% 52

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

Montz Harcus Wealth Management's VTI Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q3 2026, buying an estimated $750 and bringing the position to 5,577 shares worth $2.09M. The position accounts for 0.73% of the portfolio, ranked #21.

Montz Harcus Wealth Management first reported a position in VTI in Q1 2023 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Montz Harcus Wealth Management held 5,577 shares of Vanguard Morningstar Total Stock Market ETF worth $2.09M as of Q3 2026.
  • Montz Harcus Wealth Management bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $750.
  • Vanguard Morningstar Total Stock Market ETF made up 0.73% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Montz Harcus Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.