Ullmann Wealth Partners Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ullmann Wealth Partners Group’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	$1.96M	Sell	5,233 -177	-3%	-$66.3K	0.18%	53
2026 Q2	$2M	Buy	5,410 +182	+3%	+$65.1K	0.18%	53
2026 Q1	$1.68M	Buy	5,228 +3	+0.1%	+$1.01K	0.17%	54
2025 Q4	$1.75M	Buy	5,225 +1	+0%	+$333	0.18%	53
2025 Q3	$1.71M	Buy	5,224 +1	+0%	+$316	0.19%	53
2025 Q2	$1.59M	Buy	5,223 +2,601	+99%	+$732K	0.19%	54
2025 Q1	$721K	Buy	2,622 +72	+3%	+$20.9K	0.1%	70
2024 Q4	$739K	Buy	2,550 +83	+3%	+$24.2K	0.1%	73
2024 Q3	$699K	Buy	2,467 +2	+0.1%	+$546	0.09%	72
2024 Q2	$660K	Hold	2,465	–	–	0.09%	63
2024 Q1	$641K	Buy	2,465 +728	+42%	+$180K	0.1%	61
2023 Q4	$412K	Buy	1,737 +6	+0.3%	+$1.33K	0.07%	74
2023 Q3	$368K	Buy	1,731 +260	+18%	+$57.6K	0.07%	74
2023 Q2	$324K	Hold	1,471	–	–	0.07%	78
2023 Q1	$300K	Sell	1,471 -109	-7%	-$21.8K	0.07%	72
2022 Q4	$302K	Sell	1,580 -816	-34%	-$157K	0.07%	63
2022 Q3	$430K	Sell	2,396 -139	-5%	-$27.7K	0.12%	50
2022 Q2	$478K	Buy	2,535 +140	+6%	+$28.8K	0.13%	51
2022 Q1	$545K	Hold	2,395	–	–	0.14%	46
2021 Q4	$578K	Buy	2,395 +110	+5%	+$26K	0.15%	45
2021 Q3	$507K	Buy	2,285 +817	+56%	+$186K	0.2%	43
2021 Q2	$327K	Hold	1,468	–	–	0.13%	59
2021 Q1	$303K	Hold	1,468	–	–	0.14%	60
2020 Q4	$286K	Sell	1,468 -195	-12%	-$35.6K	0.14%	58
2020 Q3	$283K	Hold	1,663	–	–	0.16%	58
2020 Q2	$260K	Sell	1,663 -193	-10%	-$28.5K	0.16%	56
2020 Q1	$239K	Sell	1,856 -1	-0.1%	-$155	0.18%	48
2019 Q4	$304K	Buy	1,857 +194	+12%	+$30.4K	0.18%	47
2019 Q3	$251K	Hold	1,663	–	–	0.15%	53
2019 Q2	$249K	Hold	1,663	–	–	0.16%	58
2019 Q1	$241K	Buy	+1,663	New	+$232K	0.16%	56
2017 Q4	–	Sell	-1,947	Closed	-$216K	–	59
2017 Q3	$216K	Buy	1,947 +1,527	+364%	+$193K	0.22%	46
2017 Q2	$52K	Buy	+420	New	+$51.8K	0.04%	88

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ullmann Wealth Partners Group's VTI Position: Q3 2026 in Review

Ullmann Wealth Partners Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q3 2026, selling an estimated $66.3K and leaving 5,233 shares worth $1.96M. The position accounts for 0.18% of the portfolio, ranked #53.

Ullmann Wealth Partners Group first reported a position in VTI in Q2 2017 and has held it in 33 quarters since. The position peaked at $2M in Q2 2026. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Ullmann Wealth Partners Group held 5,233 shares of Vanguard Morningstar Total Stock Market ETF worth $1.96M as of Q3 2026.
Ullmann Wealth Partners Group sold 177 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $66.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #53 holding.
Ullmann Wealth Partners Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 33 quarters since.
Ullmann Wealth Partners Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2M in Q2 2026.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.