Skyline Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Skyline Advisors’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	$18.1M	Buy	48,266 +13	+0%	+$4.87K	5.62%	5
2026 Q2	$17.9M	Sell	48,253 -17,552	-27%	-$6.28M	5.6%	3
2026 Q1	$21.1M	Sell	65,805 -38,008	-37%	-$12.8M	7.37%	2
2025 Q4	$34.8M	Buy	103,813 +1,206	+1%	+$401K	11.62%	1
2025 Q3	$33.7M	Buy	102,607 +668	+0.7%	+$211K	11.6%	1
2025 Q2	$31M	Sell	101,939 -868	-0.8%	-$244K	11.44%	1
2025 Q1	$28.3M	Buy	102,807 +567	+0.6%	+$165K	11.13%	1
2024 Q4	$29.6M	Sell	102,240 -1,208	-1%	-$352K	11.5%	1
2024 Q3	$29.3M	Sell	103,448 -193	-0.2%	-$52.6K	12.06%	1
2024 Q2	$27.7M	Buy	103,641 +1,729	+2%	+$448K	12.06%	1
2024 Q1	$26.5M	Buy	101,912 +525	+0.5%	+$130K	11.85%	1
2023 Q4	$24.1M	Buy	+101,387	New	+$22.4M	11.48%	1

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B 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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Skyline Advisors's VTI Position: Q3 2026 in Review

Skyline Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q3 2026, buying an estimated $4.87K and bringing the position to 48,266 shares worth $18.1M. The position accounts for 5.62% of the portfolio, ranked #5.

Skyline Advisors first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $34.8M in Q4 2025. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Skyline Advisors held 48,266 shares of Vanguard Morningstar Total Stock Market ETF worth $18.1M as of Q3 2026.
Skyline Advisors bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $4.87K.
Vanguard Morningstar Total Stock Market ETF made up 5.62% of Skyline Advisors's portfolio in Q3 2026, its #5 holding.
Skyline Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
Skyline Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $34.8M in Q4 2025.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Skyline Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.