Premier Path Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Premier Path Wealth 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	$520K	Buy	1,390 +229	+20%	+$85.8K	0.06%	256
2026 Q2	$429K	Buy	1,161 +66	+6%	+$23.6K	0.05%	295
2026 Q1	$351K	Hold	1,095	–	–	0.05%	324
2025 Q4	$367K	Sell	1,095 -4,859	-82%	-$1.62M	0.05%	295
2025 Q3	$1.95M	Buy	5,954 +52	+0.9%	+$16.4K	0.25%	87
2025 Q2	$1.79M	Buy	5,902 +397	+7%	+$112K	0.25%	94
2025 Q1	$1.51M	Buy	5,505 +293	+6%	+$85.1K	0.24%	101
2024 Q4	$1.51M	Buy	5,212 +10	+0.2%	+$2.92K	0.23%	99
2024 Q3	$1.47M	Buy	5,202 +1	+0%	+$273	0.23%	106
2024 Q2	$1.39M	Buy	+5,201	New	+$1.35M	0.24%	102

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Premier Path Wealth Partners's VTI Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q3 2026, buying an estimated $85.8K and bringing the position to 1,390 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #256.

Premier Path Wealth Partners first reported a position in VTI in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.95M in Q3 2025. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Premier Path Wealth Partners held 1,390 shares of Vanguard Morningstar Total Stock Market ETF worth $520K as of Q3 2026.
Premier Path Wealth Partners bought 229 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $85.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #256 holding.
Premier Path Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.95M in Q3 2025.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.