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

Physician Wealth Solutions’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	$1.08M	Hold	2,888	–	–	0.43%	27
2026 Q2	$1.07M	Sell	2,888 -8	-0.3%	-$2.86K	0.41%	27
2026 Q1	$929K	Hold	2,896	–	–	0.38%	28
2025 Q4	$971K	Hold	2,896	–	–	0.41%	27
2025 Q3	$950K	Hold	2,896	–	–	0.41%	27
2025 Q2	$880K	Buy	2,896 +121	+4%	+$34K	0.41%	28
2025 Q1	$763K	Buy	2,775 +4	+0.1%	+$1.16K	0.38%	28
2024 Q4	$803K	Hold	2,771	–	–	0.4%	28
2024 Q3	$794K	Hold	2,771	–	–	0.4%	28
2024 Q2	$741K	Sell	2,771 -12	-0.4%	-$3.11K	0.53%	28
2024 Q1	$723K	Buy	2,783 +3	+0.1%	+$742	0.61%	26
2023 Q4	$659K	Buy	+2,780	New	+$615K	0.66%	27

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Physician Wealth Solutions's VTI Position: Q3 2026 in Review

Physician Wealth Solutions held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 2,888 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #27.

Physician Wealth Solutions first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Physician Wealth Solutions held 2,888 shares of Vanguard Morningstar Total Stock Market ETF worth $1.08M as of Q3 2026.
Physician Wealth Solutions left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.43% of Physician Wealth Solutions's portfolio in Q3 2026, its #27 holding.
Physician Wealth Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.