Prudent Investor Advisors, LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prudent Investor Advisors, 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	$3.09M	Buy	+8,248	New	+$3.09M	2.42%	10

Other funds holding VTI

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

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

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Prudent Investor Advisors, LLC's VTI Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 8,248 shares worth $3.09M. The stake represents 2.42% of the portfolio and ranks #10 among its holdings.

1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Prudent Investor Advisors, LLC held 8,248 shares of Vanguard Morningstar Total Stock Market ETF worth $3.09M as of Q3 2026.
Vanguard Morningstar Total Stock Market ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 2.42% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #10 holding.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.