Todd Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Todd Wealth Management’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	$1.08M	Buy	2,898 +176	+6%	+$66K	0.83%	30
2026 Q2	$1.01M	Buy	2,722 +8	+0.3%	+$2.86K	0.76%	32
2026 Q1	$871K	Sell	2,714 -4	-0.1%	-$1.34K	0.79%	35
2025 Q4	$911K	Buy	+2,718	New	+$904K	0.82%	33

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Todd Wealth Management's VTI Position: Q3 2026 in Review

Todd Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.5% in Q3 2026, buying an estimated $66K and bringing the position to 2,898 shares worth $1.08M. The position accounts for 0.83% of the portfolio, ranked #30.

Todd Wealth Management first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 1,793 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Todd Wealth Management held 2,898 shares of Vanguard Morningstar Total Stock Market ETF worth $1.08M as of Q3 2026.
Todd Wealth Management bought 176 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $66K.
Vanguard Morningstar Total Stock Market ETF made up 0.83% of Todd Wealth Management's portfolio in Q3 2026, its #30 holding.
Todd Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
1,793 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.