Precedent Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
Precedent Wealth Partners's VTI Position: Q3 2026 in Review
Precedent Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.2% in Q3 2026, buying an estimated $2.24M and bringing the position to 88,644 shares worth $33.2M. The position accounts for 5.1% of the portfolio, ranked #2.
Precedent Wealth Partners first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.
- Precedent Wealth Partners held 88,644 shares of Vanguard Morningstar Total Stock Market ETF worth $33.2M as of Q3 2026.
- Precedent Wealth Partners bought 5,980 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.24M.
- Vanguard Morningstar Total Stock Market ETF made up 5.1% of Precedent Wealth Partners's portfolio in Q3 2026, its #2 holding.
- Precedent Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
- 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.
Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.