Toth Financial Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Toth Financial Advisory’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	$155K	Buy	413 +90	+28%	+$33.7K	0.02%	253
2026 Q2	$119K	Sell	323 -100	-24%	-$35.8K	0.01%	277
2026 Q1	$136K	Sell	423 -179	-30%	-$60.1K	0.01%	250
2025 Q4	$202K	Sell	602 -248	-29%	-$82.5K	0.02%	217
2025 Q3	$279K	Buy	850 +761	+855%	+$240K	0.03%	203
2025 Q2	$27K	Buy	+89	New	+$25K	﹤0.01%	400
2022 Q4	–	Sell	-10	Closed	-$2K	–	810
2022 Q3	$2K	Sell	10 -101	-91%	-$20.1K	﹤0.01%	660
2022 Q2	$21K	Buy	+111	New	+$22.8K	﹤0.01%	368
2020 Q4	–	Sell	-36	Closed	-$6K	–	634
2020 Q3	$6K	Hold	36	–	–	﹤0.01%	422
2020 Q2	$6K	Hold	36	–	–	﹤0.01%	401
2020 Q1	$5K	Buy	+36	New	+$5.57K	﹤0.01%	334

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B 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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Toth Financial Advisory's VTI Position: Q3 2026 in Review

Toth Financial Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q3 2026, buying an estimated $33.7K and bringing the position to 413 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #253.

Toth Financial Advisory first reported a position in VTI in Q1 2020 and has held it in 11 quarters since. The position peaked at $279K in Q3 2025. 3,086 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Toth Financial Advisory held 413 shares of Vanguard Morningstar Total Stock Market ETF worth $155K as of Q3 2026.
Toth Financial Advisory bought 90 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $33.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #253 holding.
Toth Financial Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 11 quarters since.
Toth Financial Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $279K in Q3 2025.
3,086 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.