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Three Bearings Fiduciary Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Three Bearings Fiduciary Advisors’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
Q2 		$16.2K Hold
44
– – 0.01% 121
2026
Q1 		$14K Hold
44
– – 0.01% 123
2025
Q4 		$14.9K Buy
+44
New +$14.6K 0.01% 126

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VTI Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 44 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #121.

Three Bearings Fiduciary Advisors first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 44 shares of Vanguard Morningstar Total Stock Market ETF worth $16.2K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #121 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.