Sincerus Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sincerus Advisory’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	$625K	Buy	1,670 +6	+0.4%	+$2.25K	0.41%	44
2026 Q2	$616K	Buy	1,664 +3	+0.2%	+$1.07K	0.42%	46
2026 Q1	$533K	Sell	1,661 -11	-0.7%	-$3.69K	0.4%	46
2025 Q4	$561K	Buy	1,672 +1	+0.1%	+$333	0.45%	42
2025 Q3	$549K	Sell	1,671 -1	-0.1%	-$316	0.47%	42
2025 Q2	$525K	Buy	1,672 +37	+2%	+$10.4K	0.49%	42
2025 Q1	$449K	Sell	1,635 -1	-0.1%	-$291	0.47%	41
2024 Q4	$474K	Buy	+1,636	New	+$477K	0.51%	42

Other funds holding VTI

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

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

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

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sincerus Advisory's VTI Position: Q3 2026 in Review

Sincerus Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.36% in Q3 2026, buying an estimated $2.25K and bringing the position to 1,670 shares worth $625K. The position accounts for 0.41% of the portfolio, ranked #44.

Sincerus Advisory first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,486 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Sincerus Advisory held 1,670 shares of Vanguard Morningstar Total Stock Market ETF worth $625K as of Q3 2026.
Sincerus Advisory bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.25K.
Vanguard Morningstar Total Stock Market ETF made up 0.41% of Sincerus Advisory's portfolio in Q3 2026, its #44 holding.
Sincerus Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
1,486 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.