Oceanside Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oceanside Advisors’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	$576K	Hold	1,538	–	–	0.35%	35
2026 Q2	$569K	Buy	1,538 +878	+133%	+$314K	0.29%	36
2026 Q1	$212K	Hold	660	–	–	0.12%	51
2025 Q4	$221K	Hold	660	–	–	0.13%	48
2025 Q3	$217K	Buy	+660	New	+$208K	0.14%	46

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Oceanside Advisors's VTI Position: Q3 2026 in Review

Oceanside Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,538 shares worth $576K. The position accounts for 0.35% of the portfolio, ranked #35.

Oceanside Advisors first reported a position in VTI in Q3 2025 and has held it in 5 quarters since. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Oceanside Advisors held 1,538 shares of Vanguard Morningstar Total Stock Market ETF worth $576K as of Q3 2026.
Oceanside Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Oceanside Advisors's portfolio in Q3 2026, its #35 holding.
Oceanside Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 5 quarters since.
2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.