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

Olistico Wealth’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 		$16.3M Sell
43,468
-50
-0.1% -$18.7K 6.8% 3
2026
Q2 		$16.1M Buy
43,518
+655
+2% +$234K 6.89% 3
2026
Q1 		$13.8M Sell
42,863
-5,548
-11% -$1.86M 6.77% 3
2025
Q4 		$16.2M Sell
48,411
-324
-0.7% -$108K 7.92% 3
2025
Q3 		$16M Buy
48,735
+565
+1% +$178K 8.45% 3
2025
Q2 		$14.6M Buy
48,170
+2,268
+5% +$638K 8.13% 2
2025
Q1 		$13.1M Sell
45,902
-262
-0.6% -$76.1K 8.11% 2
2024
Q4 		$13.4M Buy
46,164
+3,557
+8% +$1.04M 7.78% 3
2024
Q3 		$12.1M Buy
42,607
+1,878
+5% +$512K 7.37% 3
2024
Q2 		$10.9M Buy
40,729
+1,371
+3% +$355K 6.95% 3
2024
Q1 		$10.2M Buy
39,358
+2,235
+6% +$553K 7.38% 3
2023
Q4 		$8.81M Buy
37,123
+7,017
+23% +$1.55M 6.88% 3
2023
Q3 		$6.39M Buy
30,106
+1,070
+4% +$237K 5.71% 4
2023
Q2 		$6.4M Sell
29,036
-4,610
-14% -$962K 5.47% 4
2023
Q1 		$6.87M Buy
33,646
+3,467
+11% +$694K 6.59% 3
2022
Q4 		$5.77M Buy
+30,179
New +$5.82M 6.24% 4

Other funds holding VTI

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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Sendero Wealth Management
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

Olistico Wealth's VTI Position: Q3 2026 in Review

Olistico Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.11% in Q3 2026, selling an estimated $18.7K and leaving 43,468 shares worth $16.3M. The position accounts for 6.8% of the portfolio, ranked #3.

Olistico Wealth first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. 942 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Olistico Wealth held 43,468 shares of Vanguard Morningstar Total Stock Market ETF worth $16.3M as of Q3 2026.
  • Olistico Wealth sold 50 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $18.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 6.8% of Olistico Wealth's portfolio in Q3 2026, its #3 holding.
  • Olistico Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 942 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.