SRWM
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Shira Ridge Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shira Ridge 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 		$1.74M Sell
4,659
-158
-3% -$59.2K 0.61% 24
2026
Q2 		$1.78M Buy
4,817
+88
+2% +$31.5K 0.62% 25
2026
Q1 		$1.52M Sell
4,729
-645
-12% -$216K 0.6% 26
2025
Q4 		$1.8M Buy
5,374
+328
+7% +$109K 0.72% 26
2025
Q3 		$1.66M Buy
5,046
+433
+9% +$137K 0.7% 28
2025
Q2 		$1.4M Buy
4,613
+1,088
+31% +$306K 0.64% 28
2025
Q1 		$969K Buy
3,525
+18
+0.5% +$5.23K 0.48% 33
2024
Q4 		$1.02M Sell
3,507
-168
-5% -$49K 0.5% 31
2024
Q3 		$1.04M Buy
3,675
+3
+0.1% +$818 0.53% 30
2024
Q2 		$982K Sell
3,672
-238
-6% -$61.6K 0.55% 29
2024
Q1 		$1.02M Hold
3,910
– – 0.58% 29
2023
Q4 		$928K Sell
3,910
-33
-0.8% -$7.29K 0.56% 31
2023
Q3 		$837K Buy
3,943
+21
+0.5% +$4.65K 0.55% 31
2023
Q2 		$864K Buy
3,922
+34
+0.9% +$7.09K 0.54% 31
2023
Q1 		$793K Sell
3,888
-311
-7% -$62.3K 0.52% 32
2022
Q4 		$803K Buy
+4,199
New +$809K 0.55% 30

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Shira Ridge Wealth Management's VTI Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q3 2026, selling an estimated $59.2K and leaving 4,659 shares worth $1.74M. The position accounts for 0.61% of the portfolio, ranked #24.

Shira Ridge Wealth Management first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.8M in Q4 2025. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Shira Ridge Wealth Management held 4,659 shares of Vanguard Morningstar Total Stock Market ETF worth $1.74M as of Q3 2026.
  • Shira Ridge Wealth Management sold 158 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $59.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.61% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Shira Ridge Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Shira Ridge Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.8M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.