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

Selective 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	$8.47M	Buy	22,375 +1,566	+8%	+$587K	1.97%	9
2026 Q2	$7.64M	Sell	20,809 -3,684	-15%	-$1.32M	2%	8
2026 Q1	$8.58M	Buy	24,493 +3,737	+18%	+$1.25M	2.54%	6
2025 Q4	$7.1M	Buy	20,756 +2,111	+11%	+$702K	2.22%	8
2025 Q3	$6.15M	Buy	18,645 +2,655	+17%	+$839K	1.98%	9
2025 Q2	$4.92M	Buy	15,990 +2,019	+14%	+$568K	1.8%	12
2025 Q1	$3.66M	Buy	13,971 +2,623	+23%	+$762K	1.59%	14
2024 Q4	$3.27M	Buy	11,348 +1,776	+19%	+$518K	1.33%	14
2024 Q3	$2.7M	Sell	9,572 -188	-2%	-$51.3K	1.12%	16
2024 Q2	$2.66M	Sell	9,760 -58	-0.6%	-$15K	1.17%	17
2024 Q1	$2.5M	Buy	9,818 +482	+5%	+$119K	1.09%	19
2023 Q4	$2.17M	Buy	9,336 +4,734	+103%	+$1.05M	1.09%	20
2023 Q3	$969K	Buy	4,602 +22	+0.5%	+$4.87K	0.53%	30
2023 Q2	$1M	Buy	+4,580	New	+$955K	0.5%	31
2022 Q4	–	Sell	-274	Closed	-$49K	–	713
2022 Q3	$49K	Sell	274 -6	-2%	-$1.2K	0.02%	304
2022 Q2	$53K	Hold	280	–	–	0.02%	314
2022 Q1	$64K	Buy	280 +5	+2%	+$1.12K	0.02%	266
2021 Q4	$66K	Buy	275 +105	+62%	+$24.8K	0.03%	240
2021 Q3	$38K	Buy	+170	New	+$38.8K	0.02%	282
2021 Q2	–	Sell	-142	Closed	-$29K	–	554
2021 Q1	$29K	Hold	142	–	–	0.03%	168
2020 Q4	$28K	Hold	142	–	–	0.02%	150
2020 Q3	$24K	Sell	142 -103	-42%	-$17.3K	0.02%	142
2020 Q2	$38K	Hold	245	–	–	0.03%	126
2020 Q1	$32K	Hold	245	–	–	0.05%	79
2019 Q4	$40K	Buy	245 +1	+0.4%	+$157	0.05%	84
2019 Q3	$37K	Buy	+244	New	+$36.8K	0.05%	88

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Selective Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.5% in Q3 2026, buying an estimated $587K and bringing the position to 22,375 shares worth $8.47M. The position accounts for 1.97% of the portfolio, ranked #9.

Selective Wealth Management first reported a position in VTI in Q3 2019 and has held it in 26 quarters since. The position peaked at $8.58M in Q1 2026. 1,800 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Selective Wealth Management held 22,375 shares of Vanguard Morningstar Total Stock Market ETF worth $8.47M as of Q3 2026.
Selective Wealth Management bought 1,566 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $587K.
Vanguard Morningstar Total Stock Market ETF made up 1.97% of Selective Wealth Management's portfolio in Q3 2026, its #9 holding.
Selective Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 26 quarters since.
Selective Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $8.58M in Q1 2026.
1,800 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.