PWM
VTI icon

Puff Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Puff Wealth Management’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 		$213K Hold
568
– – 0.2% 78
2026
Q2 		$210K Buy
+568
New +$203K 0.21% 76

Other funds holding VTI

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
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
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 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

Puff Wealth Management's VTI Position: Q3 2026 in Review

Puff Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 568 shares worth $213K. The position accounts for 0.2% of the portfolio, ranked #78.

Puff Wealth Management first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Puff Wealth Management held 568 shares of Vanguard Morningstar Total Stock Market ETF worth $213K as of Q3 2026.
  • Puff Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Puff Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Puff Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.