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

Polaris Financial 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 		$283K Buy
+750
New +$281K 0.13% 67

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BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Polaris Financial Partners's VTI Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 750 shares worth $283K. The stake represents 0.13% of the portfolio and ranks #67 among its holdings.

21 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Polaris Financial Partners held 750 shares of Vanguard Morningstar Total Stock Market ETF worth $283K as of Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Polaris Financial Partners position in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Polaris Financial Partners's portfolio in Q3 2026, its #67 holding.
  • 21 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.