PCS
VTI icon

Private Client Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Private Client Services’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 		$463K Sell
1,237
-181
-13% -$67.8K 0.12% 131
2026
Q2 		$525K Sell
1,418
-299
-17% -$107K 0.14% 130
2026
Q1 		$551K Buy
1,717
+25
+1% +$8.39K 0.16% 107
2025
Q4 		$567K Buy
1,692
+254
+18% +$84.5K 0.18% 97
2025
Q3 		$472K Hold
1,438
– – 0.16% 111
2025
Q2 		$437K Buy
1,438
+135
+10% +$38K 0.17% 120
2025
Q1 		$358K Buy
1,303
+120
+10% +$34.9K 0.18% 115
2024
Q4 		$343K Buy
1,183
+15
+1% +$4.38K 0.18% 108
2024
Q3 		$331K Sell
1,168
-100
-8% -$27.3K 0.18% 109
2024
Q2 		$339K Buy
1,268
+112
+10% +$29K 0.21% 89
2024
Q1 		$301K Buy
1,156
+23
+2% +$5.69K 0.2% 98
2023
Q4 		$269K Buy
+1,133
New +$250K 0.22% 113

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
PCM
Prospera Capital Management Gilbert, Arizona $320M AUM 11.75% 1-Year Est. Return

Private Client Services's VTI Position: Q3 2026 in Review

Private Client Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q3 2026, selling an estimated $67.8K and leaving 1,237 shares worth $463K. The position accounts for 0.12% of the portfolio, ranked #131.

Private Client Services first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $567K in Q4 2025. 358 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Private Client Services held 1,237 shares of Vanguard Morningstar Total Stock Market ETF worth $463K as of Q3 2026.
  • Private Client Services sold 181 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $67.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Private Client Services's portfolio in Q3 2026, its #131 holding.
  • Private Client Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • Private Client Services's Vanguard Morningstar Total Stock Market ETF position peaked at $567K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.