Plus Group Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Plus Group Wealth Advisors’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	$217K	Buy	+579	New	+$217K	0.19%	45

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

Plus Group Wealth Advisors's VTI Position: Q3 2026 in Review

Plus Group Wealth Advisors opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 579 shares worth $217K. The stake represents 0.19% of the portfolio and ranks #45 among its holdings.

3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Plus Group Wealth Advisors held 579 shares of Vanguard Morningstar Total Stock Market ETF worth $217K as of Q3 2026.
Vanguard Morningstar Total Stock Market ETF was a new Plus Group Wealth Advisors position in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Plus Group Wealth Advisors's portfolio in Q3 2026, its #45 holding.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.