Valley Wealth Managers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Valley Wealth Managers’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	$41.2K	Hold	110	–	–	﹤0.01%	228
2026 Q2	$40.7K	Hold	110	–	–	﹤0.01%	227
2026 Q1	$35.3K	Hold	110	–	–	﹤0.01%	226
2025 Q4	$36.9K	Hold	110	–	–	﹤0.01%	231
2025 Q3	$36.1K	Hold	110	–	–	﹤0.01%	220
2025 Q2	$33.4K	Hold	110	–	–	﹤0.01%	214
2025 Q1	$30.2K	Hold	110	–	–	﹤0.01%	226
2024 Q4	$31.9K	Hold	110	–	–	﹤0.01%	236
2024 Q3	$31.1K	Hold	110	–	–	﹤0.01%	239
2024 Q2	$29.4K	Hold	110	–	–	﹤0.01%	243
2024 Q1	$28.6K	Sell	110 -35	-24%	-$8.66K	﹤0.01%	232
2023 Q4	$34.4K	Hold	145	–	–	﹤0.01%	229
2023 Q3	$30.8K	Sell	145 -175	-55%	-$38.7K	﹤0.01%	239
2023 Q2	$70.5K	Hold	320	–	–	0.01%	194
2023 Q1	$65.3K	Sell	320 -20	-6%	-$4K	0.01%	207
2022 Q4	$65K	Hold	340	–	–	0.01%	212
2022 Q3	$61K	Hold	340	–	–	0.01%	226
2022 Q2	$64K	Buy	+340	New	+$69.9K	0.01%	234
2017 Q2	–	Sell	-110	Closed	-$13K	–	176
2017 Q1	$13K	Hold	110	–	–	﹤0.01%	169
2016 Q4	$13K	Buy	+110	New	+$12.4K	﹤0.01%	170

Other funds holding VTI

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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

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

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Valley Wealth Managers's VTI Position: Q3 2026 in Review

Valley Wealth Managers held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 110 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Valley Wealth Managers first reported a position in VTI in Q4 2016 and has held it in 20 quarters since. The position peaked at $70.5K in Q2 2023. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Valley Wealth Managers held 110 shares of Vanguard Morningstar Total Stock Market ETF worth $41.2K as of Q3 2026.
Valley Wealth Managers left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #228 holding.
Valley Wealth Managers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 20 quarters since.
Valley Wealth Managers's Vanguard Morningstar Total Stock Market ETF position peaked at $70.5K in Q2 2023.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.