Triangle Securities Wealth Management
VTI icon

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

Triangle Securities 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 		$712K Sell
1,901
-6
-0.3% -$2.25K 0.14% 132
2026
Q2 		$706K Buy
1,907
+8
+0.4% +$2.86K 0.14% 139
2026
Q1 		$609K Buy
1,899
+576
+44% +$193K 0.14% 146
2025
Q4 		$444K Sell
1,323
-45
-3% -$15K 0.09% 169
2025
Q3 		$449K Hold
1,368
– – 0.1% 162
2025
Q2 		$416K Sell
1,368
-64
-4% -$18K 0.1% 161
2025
Q1 		$393K Buy
1,432
+13
+0.9% +$3.78K 0.1% 167
2024
Q4 		$411K Sell
1,419
-68
-5% -$19.8K 0.11% 159
2024
Q3 		$421K Sell
1,487
-70
-4% -$19.1K 0.11% 162
2024
Q2 		$417K Hold
1,557
– – 0.12% 158
2024
Q1 		$405K Hold
1,557
– – 0.12% 160
2023
Q4 		$369K Buy
1,557
+23
+1% +$5.08K 0.11% 159
2023
Q3 		$326K Sell
1,534
-640
-29% -$142K 0.12% 160
2023
Q2 		$479K Sell
2,174
-290
-12% -$60.5K 0.16% 135
2023
Q1 		$503K Sell
2,464
-135
-5% -$27K 0.18% 138
2022
Q4 		$497K Sell
2,599
-145
-5% -$27.9K 0.18% 132
2022
Q3 		$493K Sell
2,744
-236
-8% -$47K 0.2% 124
2022
Q2 		$562K Sell
2,980
-411
-12% -$84.4K 0.22% 121
2022
Q1 		$772K Buy
3,391
+250
+8% +$56.2K 0.26% 107
2021
Q4 		$758K Sell
3,141
-280
-8% -$66.1K 0.24% 112
2021
Q3 		$760K Hold
3,421
– – 0.26% 107
2021
Q2 		$762K Sell
3,421
-176
-5% -$38.2K 0.26% 108
2021
Q1 		$743K Sell
3,597
-270
-7% -$54.6K 0.27% 105
2020
Q4 		$753K Buy
+3,867
New +$707K 0.3% 102

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Triangle Securities Wealth Management's VTI Position: Q3 2026 in Review

Triangle Securities Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.31% in Q3 2026, selling an estimated $2.25K and leaving 1,901 shares worth $712K. The position accounts for 0.14% of the portfolio, ranked #132.

Triangle Securities Wealth Management first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. The position peaked at $772K in Q1 2022. 2,845 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Triangle Securities Wealth Management held 1,901 shares of Vanguard Morningstar Total Stock Market ETF worth $712K as of Q3 2026.
  • Triangle Securities Wealth Management sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.25K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Triangle Securities Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • Triangle Securities Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $772K in Q1 2022.
  • 2,845 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.