OF
VTI icon

Outfitter Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Outfitter Financial’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 		$3.79M Sell
10,139
-250
-2% -$93.7K 2.78% 11
2026
Q2 		$3.84M Sell
10,389
-70
-0.7% -$25K 2.7% 11
2026
Q1 		$3.36M Buy
10,459
+140
+1% +$47K 2.6% 12
2025
Q4 		$3.46M Buy
10,319
+35
+0.3% +$11.6K 2.72% 10
2025
Q3 		$3.37M Sell
10,284
-340
-3% -$107K 2.73% 10
2025
Q2 		$3.23M Buy
10,624
+400
+4% +$113K 2.75% 8
2025
Q1 		$2.81M Sell
10,224
-90
-0.9% -$26.1K 2.53% 9
2024
Q4 		$2.99M Sell
10,314
-100
-1% -$29.2K 2.39% 10
2024
Q3 		$2.95M Sell
10,414
-1,119
-10% -$305K 2.43% 11
2024
Q2 		$3.09M Sell
11,533
-25
-0.2% -$6.47K 2.57% 11
2024
Q1 		$3M Buy
11,558
+210
+2% +$52K 2.47% 11
2023
Q4 		$2.69M Buy
11,348
+250
+2% +$55.3K 2.35% 13
2023
Q3 		$2.36M Buy
11,098
+350
+3% +$77.5K 2.22% 16
2023
Q2 		$2.37M Sell
10,748
-156
-1% -$32.5K 2.12% 14
2023
Q1 		$2.23M Buy
10,904
+65
+0.6% +$13K 2% 14
2022
Q4 		$2.07M Sell
10,839
-155
-1% -$29.9K 1.88% 17
2022
Q3 		$1.97M Buy
10,994
+75
+0.7% +$14.9K 1.93% 12
2022
Q2 		$2.06M Buy
10,919
+110
+1% +$22.6K 1.87% 13
2022
Q1 		$2.46M Buy
10,809
+674
+7% +$152K 1.88% 16
2021
Q4 		$2.45M Buy
10,135
+55
+0.5% +$13K 1.8% 16
2021
Q3 		$2.24M Sell
10,080
-275
-3% -$62.7K 1.76% 17
2021
Q2 		$2.31M Sell
10,355
-665
-6% -$144K 1.77% 15
2021
Q1 		$2.28M Buy
11,020
+6,213
+129% +$1.26M 1.88% 14
2020
Q4 		$936K Buy
+4,807
New +$879K 0.9% 44

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B 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
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Outfitter Financial's VTI Position: Q3 2026 in Review

Outfitter Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q3 2026, selling an estimated $93.7K and leaving 10,139 shares worth $3.79M. The position accounts for 2.78% of the portfolio, ranked #11.

Outfitter Financial first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.84M in Q2 2026. 1,701 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Outfitter Financial held 10,139 shares of Vanguard Morningstar Total Stock Market ETF worth $3.79M as of Q3 2026.
  • Outfitter Financial sold 250 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $93.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.78% of Outfitter Financial's portfolio in Q3 2026, its #11 holding.
  • Outfitter Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • Outfitter Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $3.84M in Q2 2026.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Outfitter Financial's 13F filing for Q3 2026, filed 23 Oct 2026.