RVW Wealth
VTI icon

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

RVW Wealth’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 		$8.56M Sell
22,873
-105
-0.5% -$39.4K 0.55% 33
2026
Q2 		$8.5M Buy
22,978
+5,622
+32% +$2.01M 0.56% 33
2026
Q1 		$5.57M Sell
17,356
-7,098
-29% -$2.38M 0.43% 36
2025
Q4 		$8.2M Buy
24,454
+633
+3% +$211K 0.63% 32
2025
Q3 		$7.82M Buy
23,821
+12
+0.1% +$3.79K 0.61% 33
2025
Q2 		$7.24M Buy
23,809
+3,028
+15% +$852K 0.61% 31
2025
Q1 		$5.71M Sell
20,781
-1,459
-7% -$424K 0.54% 34
2024
Q4 		$6.45M Sell
22,240
-579
-3% -$169K 0.6% 34
2024
Q3 		$6.46M Buy
22,819
+731
+3% +$199K 0.6% 35
2024
Q2 		$5.91M Buy
22,088
+640
+3% +$166K 0.59% 35
2024
Q1 		$5.57M Buy
21,448
+1,464
+7% +$362K 0.57% 37
2023
Q4 		$4.74M Buy
19,984
+1,856
+10% +$410K 0.52% 38
2023
Q3 		$3.85M Sell
18,128
-29
-0.2% -$6.42K 0.46% 39
2023
Q2 		$4M Sell
18,157
-125
-0.7% -$26.1K 0.47% 40
2023
Q1 		$3.73M Sell
18,282
-198
-1% -$39.6K 0.46% 41
2022
Q4 		$3.53M Sell
18,480
-970
-5% -$187K 0.45% 38
2022
Q3 		$3.49M Sell
19,450
-270
-1% -$53.8K 0.49% 42
2022
Q2 		$3.72M Buy
19,720
+385
+2% +$79.1K 0.5% 39
2022
Q1 		$4.4M Sell
19,335
-38
-0.2% -$8.55K 0.51% 39
2021
Q4 		$4.68M Buy
19,373
+141
+0.7% +$33.3K 0.52% 38
2021
Q3 		$4M Sell
19,232
-28
-0.1% -$6.38K 0.48% 38
2021
Q2 		$4M Sell
19,260
-304
-2% -$66K 0.5% 37
2021
Q1 		$4M Sell
19,564
-369
-2% -$74.7K 0.52% 38
2020
Q4 		$4M Sell
19,933
-78
-0.4% -$14.3K 0.59% 38
2020
Q3 		$3.41M Sell
20,011
-19
-0.1% -$3.2K 0.58% 39
2020
Q2 		$3.14M Sell
20,030
-7,059
-26% -$1.04M 0.57% 38
2020
Q1 		$3.49M Sell
27,089
-12,028
-31% -$1.86M 0.82% 41
2019
Q4 		$6.4M Buy
39,117
+1,156
+3% +$181K 1.4% 25
2019
Q3 		$5.73M Buy
37,961
+458
+1% +$69K 1.36% 24
2019
Q2 		$5.63M Sell
37,503
-91
-0.2% -$13.4K 1.34% 23
2019
Q1 		$5.44M Buy
+37,594
New +$5.25M 1.39% 24

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

RVW Wealth's VTI Position: Q3 2026 in Review

RVW Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.46% in Q3 2026, selling an estimated $39.4K and leaving 22,873 shares worth $8.56M. The position accounts for 0.55% of the portfolio, ranked #33.

RVW Wealth first reported a position in VTI in Q1 2019 and has held it in 31 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • RVW Wealth held 22,873 shares of Vanguard Morningstar Total Stock Market ETF worth $8.56M as of Q3 2026.
  • RVW Wealth sold 105 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $39.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.55% of RVW Wealth's portfolio in Q3 2026, its #33 holding.
  • RVW Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 31 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.