Third View Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.53M Buy
4,083
+581
+17% +$218K 0.18% 103
2026
Q2
$1.3M Buy
3,502
+207
+6% +$74K 0.16% 110
2026
Q1
$1.06M Buy
3,295
+17
+0.5% +$5.7K 0.14% 119
2025
Q4
$1.1M Buy
+3,278
New +$1.09M 0.15% 124

Other funds holding VTI

Third View Private Wealth's VTI Position: Q3 2026 in Review

Third View Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q3 2026, buying an estimated $218K and bringing the position to 4,083 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #103.

Third View Private Wealth first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Third View Private Wealth held 4,083 shares of Vanguard Morningstar Total Stock Market ETF worth $1.53M as of Q3 2026.
  • Third View Private Wealth bought 581 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $218K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Third View Private Wealth's portfolio in Q3 2026, its #103 holding.
  • Third View Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.