Sensible Money
VTI icon

Sensible Money’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sensible Money’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 		$2.41M Sell
6,430
-1,658
-20% -$621K 0.62% 12
2026
Q2 		$2.99M Buy
8,088
+1,623
+25% +$580K 0.79% 11
2026
Q1 		$2.07M Sell
6,465
-524
-7% -$176K 0.63% 12
2025
Q4 		$2.34M Buy
6,989
+499
+8% +$166K 0.75% 12
2025
Q3 		$2.13M Hold
6,490
– – 0.72% 11
2025
Q2 		$1.97M Buy
6,490
+1,651
+34% +$464K 0.75% 12
2025
Q1 		$1.33M Buy
4,839
+30
+0.6% +$8.72K 0.57% 16
2024
Q4 		$1.39M Hold
4,809
– – 0.61% 16
2024
Q3 		$1.36M Sell
4,809
-1,979
-29% -$540K 0.59% 16
2024
Q2 		$1.82M Buy
6,788
+2,459
+57% +$636K 0.89% 12
2024
Q1 		$1.13M Sell
4,329
-180
-4% -$44.5K 0.61% 16
2023
Q4 		$1.07M Buy
4,509
+87
+2% +$19.2K 0.64% 18
2023
Q3 		$939K Sell
4,422
-255
-5% -$56.4K 0.66% 19
2023
Q2 		$1.03M Sell
4,677
-272
-5% -$56.7K 0.75% 19
2023
Q1 		$1.01M Sell
4,949
-440
-8% -$88.1K 0.87% 18
2022
Q4 		$1.03M Buy
+5,389
New +$1.04M 1.1% 18

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
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

Sensible Money's VTI Position: Q3 2026 in Review

Sensible Money reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q3 2026, selling an estimated $621K and leaving 6,430 shares worth $2.41M. The position accounts for 0.62% of the portfolio, ranked #12.

Sensible Money first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.99M in Q2 2026. 1,526 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Sensible Money held 6,430 shares of Vanguard Morningstar Total Stock Market ETF worth $2.41M as of Q3 2026.
  • Sensible Money sold 1,658 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $621K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.62% of Sensible Money's portfolio in Q3 2026, its #12 holding.
  • Sensible Money first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Sensible Money's Vanguard Morningstar Total Stock Market ETF position peaked at $2.99M in Q2 2026.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.