Straight Path Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Straight Path 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	$431K	Buy	1,153 +198	+21%	+$74.2K	0.1%	87
2026 Q2	$353K	Sell	955 -2	-0.2%	-$715	0.08%	85
2026 Q1	$307K	Sell	957 -4	-0.4%	-$1.34K	0.08%	92
2025 Q4	$322K	Buy	961 +276	+40%	+$91.8K	0.09%	90
2025 Q3	$225K	Hold	685	–	–	0.06%	127
2025 Q2	$208K	Sell	685 -122	-15%	-$34.3K	0.07%	110
2025 Q1	$222K	Buy	+807	New	+$234K	0.09%	94
2023 Q3	–	Sell	-1,362	Closed	-$300K	–	83
2023 Q2	$300K	Hold	1,362	–	–	0.21%	59
2023 Q1	$278K	Hold	1,362	–	–	0.22%	55
2022 Q4	$260K	Buy	+1,362	New	+$262K	0.25%	55

Other funds holding VTI

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Straight Path Wealth Management's VTI Position: Q3 2026 in Review

Straight Path Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q3 2026, buying an estimated $74.2K and bringing the position to 1,153 shares worth $431K. The position accounts for 0.1% of the portfolio, ranked #87.

Straight Path Wealth Management first reported a position in VTI in Q4 2022 and has held it in 10 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Straight Path Wealth Management held 1,153 shares of Vanguard Morningstar Total Stock Market ETF worth $431K as of Q3 2026.
Straight Path Wealth Management bought 198 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $74.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Straight Path Wealth Management's portfolio in Q3 2026, its #87 holding.
Straight Path Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 10 quarters since.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.