St. Clair Advisors
VTI icon

St. Clair Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

St. Clair 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 		$337K Hold
900
– – 0.08% 73
2026
Q2 		$333K Hold
900
– – 0.09% 72
2026
Q1 		$289K Hold
900
– – 0.08% 74
2025
Q4 		$302K Buy
+900
New +$299K 0.08% 74

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

St. Clair Advisors's VTI Position: Q3 2026 in Review

St. Clair Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 900 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #73.

St. Clair Advisors first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • St. Clair Advisors held 900 shares of Vanguard Morningstar Total Stock Market ETF worth $337K as of Q3 2026.
  • St. Clair Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of St. Clair Advisors's portfolio in Q3 2026, its #73 holding.
  • St. Clair Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.