Segment Wealth Management
VTI icon

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

Segment 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
2013
Q3 		– Sell
-10,000
Closed -$22K – 158
2013
Q2 		$22K Buy
+10,000
New +$830K 0.01% 149

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B 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
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Segment Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q3 2026, buying an estimated $157K and bringing the position to 327,167 shares worth $122M. The position accounts for 6.31% of the portfolio, ranked #1.

Segment Wealth Management first reported a position in VTI in Q2 2013 and has held it in 54 quarters since. 1,793 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Segment Wealth Management held 327,167 shares of Vanguard Morningstar Total Stock Market ETF worth $122M as of Q3 2026.
  • Segment Wealth Management bought 419 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $157K.
  • Vanguard Morningstar Total Stock Market ETF made up 6.31% of Segment Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Segment Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 54 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Segment Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.