TradeWell Securities’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TradeWell Securities’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	$259K	Buy	+693	New	+$260K	0.09%	49

Other funds holding VTI

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

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

TradeWell Securities's VTI Position: Q3 2026 in Review

TradeWell Securities opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 693 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #49 among its holdings.

1,889 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

TradeWell Securities held 693 shares of Vanguard Morningstar Total Stock Market ETF worth $259K as of Q3 2026.
Vanguard Morningstar Total Stock Market ETF was a new TradeWell Securities position in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of TradeWell Securities's portfolio in Q3 2026, its #49 holding.
1,889 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.