The Wealth Group
VTI icon

The Wealth Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

The Wealth Group’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 		$3M Buy
7,941
+41
+0.5% +$15.4K 0.56% 20
2026
Q2 		$2.92M Sell
7,900
-30
-0.4% -$10.7K 0.56% 21
2026
Q1 		$2.54M Buy
7,930
+157
+2% +$52.7K 0.58% 22
2025
Q4 		$2.61M Buy
7,773
+293
+4% +$97.5K 0.58% 22
2025
Q3 		$2.45M Buy
7,480
+2,329
+45% +$736K 0.57% 24
2025
Q2 		$1.57M Buy
5,151
+15
+0.3% +$4.22K 0.4% 32
2025
Q1 		$1.41M Buy
5,136
+1
+0% +$291 0.41% 27
2024
Q4 		$1.49M Sell
5,135
-43
-0.8% -$12.5K 0.43% 23
2024
Q3 		$1.47M Sell
5,178
-17
-0.3% -$4.64K 0.43% 25
2024
Q2 		$1.39M Sell
5,195
-663
-11% -$172K 0.42% 27
2024
Q1 		$1.51M Buy
5,858
+662
+13% +$164K 0.47% 27
2023
Q4 		$1.27M Buy
+5,196
New +$1.15M 0.42% 27

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

The Wealth Group's VTI Position: Q3 2026 in Review

The Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.52% in Q3 2026, buying an estimated $15.4K and bringing the position to 7,941 shares worth $3M. The position accounts for 0.56% of the portfolio, ranked #20.

The Wealth Group first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • The Wealth Group held 7,941 shares of Vanguard Morningstar Total Stock Market ETF worth $3M as of Q3 2026.
  • The Wealth Group bought 41 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $15.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.56% of The Wealth Group's portfolio in Q3 2026, its #20 holding.
  • The Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.