SIM
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Sims Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sims Investment 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 		$347K Hold
926
– – 0.11% 31
2026
Q2 		$343K Buy
926
+37
+4% +$13.2K 0.11% 31
2026
Q1 		$285K Hold
889
– – 0.1% 31
2025
Q4 		$298K Sell
889
-103
-10% -$34.3K 0.11% 36
2025
Q3 		$326K Buy
992
+56
+6% +$17.7K 0.12% 36
2025
Q2 		$284K Sell
936
-84
-8% -$23.6K 0.11% 38
2025
Q1 		$280K Buy
+1,020
New +$296K 0.13% 38

Other funds holding VTI

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 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

Sims Investment Management's VTI Position: Q3 2026 in Review

Sims Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 926 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #31.

Sims Investment Management first reported a position in VTI in Q1 2025 and has held it in 7 quarters since. 523 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Sims Investment Management held 926 shares of Vanguard Morningstar Total Stock Market ETF worth $347K as of Q3 2026.
  • Sims Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Sims Investment Management's portfolio in Q3 2026, its #31 holding.
  • Sims Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
  • 523 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.