Patrick M. Sweeney & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Patrick M. Sweeney & Associates’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	$423K	Hold	1,130	–	–	0.24%	102
2026 Q2	$418K	Hold	1,130	–	–	0.24%	105
2026 Q1	$363K	Hold	1,130	–	–	0.23%	108
2025 Q4	$379K	Hold	1,130	–	–	0.24%	100
2025 Q3	$371K	Hold	1,130	–	–	0.24%	99
2025 Q2	$348K	Hold	1,130	–	–	0.24%	104
2025 Q1	$311K	Hold	1,130	–	–	0.23%	107
2024 Q4	$327K	Hold	1,130	–	–	0.25%	105
2024 Q3	$320K	Hold	1,130	–	–	0.24%	110
2024 Q2	$302K	Hold	1,130	–	–	0.24%	103
2024 Q1	$294K	Buy	1,130 +35	+3%	+$8.66K	0.24%	102
2023 Q4	$260K	Buy	+1,095	New	+$242K	0.24%	97

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

Patrick M. Sweeney & Associates's VTI Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,130 shares worth $423K. The position accounts for 0.24% of the portfolio, ranked #102.

Patrick M. Sweeney & Associates first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 2,567 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Patrick M. Sweeney & Associates held 1,130 shares of Vanguard Morningstar Total Stock Market ETF worth $423K as of Q3 2026.
Patrick M. Sweeney & Associates left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.24% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #102 holding.
Patrick M. Sweeney & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
2,567 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.