One Advisory Partners
VTI icon

One Advisory Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

One Advisory Partners’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 		$402K Buy
1,074
+429
+67% +$161K 0.11% 51
2026
Q2 		$239K Buy
+645
New +$231K 0.07% 65

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WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

One Advisory Partners's VTI Position: Q3 2026 in Review

One Advisory Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 67% in Q3 2026, buying an estimated $161K and bringing the position to 1,074 shares worth $402K. The position accounts for 0.11% of the portfolio, ranked #51.

One Advisory Partners first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • One Advisory Partners held 1,074 shares of Vanguard Morningstar Total Stock Market ETF worth $402K as of Q3 2026.
  • One Advisory Partners bought 429 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $161K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of One Advisory Partners's portfolio in Q3 2026, its #51 holding.
  • One Advisory Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.