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Tepp RIA’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tepp RIA’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 		$392K Buy
1,047
+10
+1% +$3.75K 0.27% 34
2026
Q2 		$384K Buy
1,037
+2
+0.2% +$715 0.26% 35
2026
Q1 		$332K Sell
1,035
-35
-3% -$11.7K 0.26% 32
2025
Q4 		$359K Buy
1,070
+43
+4% +$14.3K 0.36% 26
2025
Q3 		$337K Buy
1,027
+2
+0.2% +$632 0.38% 26
2025
Q2 		$312K Buy
+1,025
New +$288K 0.4% 21

Other funds holding VTI

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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Tepp RIA's VTI Position: Q3 2026 in Review

Tepp RIA increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.96% in Q3 2026, buying an estimated $3.75K and bringing the position to 1,047 shares worth $392K. The position accounts for 0.27% of the portfolio, ranked #34.

Tepp RIA first reported a position in VTI in Q2 2025 and has held it in 6 quarters since. 916 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Tepp RIA held 1,047 shares of Vanguard Morningstar Total Stock Market ETF worth $392K as of Q3 2026.
  • Tepp RIA bought 10 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $3.75K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of Tepp RIA's portfolio in Q3 2026, its #34 holding.
  • Tepp RIA first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
  • 916 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.