Ted Buchan & Co
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Ted Buchan & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ted Buchan & Co’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 		$1.91M Hold
5,116
– – 0.63% 33
2026
Q2 		$1.89M Hold
5,116
– – 0.62% 35
2026
Q1 		$1.64M Hold
5,116
– – 0.6% 38
2025
Q4 		$1.72M Sell
5,116
-524
-9% -$174K 0.63% 35
2025
Q3 		$1.85M Buy
+5,640
New +$1.78M 0.73% 34

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
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

Ted Buchan & Co's VTI Position: Q3 2026 in Review

Ted Buchan & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 5,116 shares worth $1.91M. The position accounts for 0.63% of the portfolio, ranked #33.

Ted Buchan & Co first reported a position in VTI in Q3 2025 and has held it in 5 quarters since. 1,609 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Ted Buchan & Co held 5,116 shares of Vanguard Morningstar Total Stock Market ETF worth $1.91M as of Q3 2026.
  • Ted Buchan & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.63% of Ted Buchan & Co's portfolio in Q3 2026, its #33 holding.
  • Ted Buchan & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.