Seamount Financial Group
VTI icon

Seamount Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Seamount Financial Group’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 		$9.44M Buy
25,214
+579
+2% +$217K 3.7% 6
2026
Q2 		$9.12M Buy
24,635
+268
+1% +$95.8K 3.68% 6
2026
Q1 		$7.82M Buy
24,367
+122
+0.5% +$40.9K 3.52% 6
2025
Q4 		$8.13M Sell
24,245
-734
-3% -$244K 3.69% 5
2025
Q3 		$8.2M Buy
24,979
+630
+3% +$199K 3.87% 5
2025
Q2 		$7.4M Buy
24,349
+1,378
+6% +$388K 3.81% 6
2025
Q1 		$6.31M Buy
22,971
+47
+0.2% +$13.7K 4.3% 4
2024
Q4 		$6.64M Sell
22,924
-1,108
-5% -$323K 4.59% 4
2024
Q3 		$6.8M Buy
24,032
+1,664
+7% +$454K 5.12% 3
2024
Q2 		$5.98M Buy
22,368
+211
+1% +$54.6K 4.88% 3
2024
Q1 		$5.76M Buy
22,157
+14
+0.1% +$3.46K 5.05% 3
2023
Q4 		$5.25M Buy
+22,143
New +$4.9M 5.03% 3

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Seamount Financial Group's VTI Position: Q3 2026 in Review

Seamount Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q3 2026, buying an estimated $217K and bringing the position to 25,214 shares worth $9.44M. The position accounts for 3.7% of the portfolio, ranked #6.

Seamount Financial Group first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 2,585 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Seamount Financial Group held 25,214 shares of Vanguard Morningstar Total Stock Market ETF worth $9.44M as of Q3 2026.
  • Seamount Financial Group bought 579 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $217K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.7% of Seamount Financial Group's portfolio in Q3 2026, its #6 holding.
  • Seamount Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.