Walker Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Walker Financial Services’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	$422K	Buy	1,127 +76	+7%	+$28.5K	0.12%	31
2026 Q2	$389K	Hold	1,051	–	–	0.12%	34
2026 Q1	$337K	Buy	1,051 +1	+0.1%	+$336	0.12%	35
2025 Q4	$352K	Sell	1,050 -6	-0.6%	-$2K	0.13%	34
2025 Q3	$347K	Hold	1,056	–	–	0.13%	34
2025 Q2	$321K	Sell	1,056 -9	-0.8%	-$2.53K	0.15%	27
2025 Q1	$293K	Buy	+1,065	New	+$309K	0.15%	22

Other funds holding VTI

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

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Walker Financial Services's VTI Position: Q3 2026 in Review

Walker Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.2% in Q3 2026, buying an estimated $28.5K and bringing the position to 1,127 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #31.

Walker Financial Services first reported a position in VTI in Q1 2025 and has held it in 7 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Walker Financial Services held 1,127 shares of Vanguard Morningstar Total Stock Market ETF worth $422K as of Q3 2026.
Walker Financial Services bought 76 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $28.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Walker Financial Services's portfolio in Q3 2026, its #31 holding.
Walker Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Walker Financial Services's 13F filing for Q3 2026, filed 26 Oct 2026.