Wealth Forward LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealth Forward LLC’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	$223K	Sell	596 -380	-39%	-$142K	0.1%	50
2026 Q2	$361K	Hold	976	–	–	0.18%	35
2026 Q1	$313K	Hold	976	–	–	0.18%	32
2025 Q4	$327K	Buy	976 +13	+1%	+$4.32K	0.18%	32
2025 Q3	$316K	Sell	963 -1,558	-62%	-$492K	0.18%	30
2025 Q2	$766K	Buy	2,521 +268	+12%	+$75.4K	0.51%	19
2025 Q1	$619K	Buy	2,253 +211	+10%	+$61.3K	0.44%	20
2024 Q4	$592K	Buy	2,042 +58	+3%	+$16.9K	0.42%	20
2024 Q3	$562K	Buy	1,984 +104	+6%	+$28.4K	0.39%	22
2024 Q2	$503K	Buy	1,880 +19	+1%	+$4.92K	0.39%	22
2024 Q1	$484K	Buy	1,861 +9	+0.5%	+$2.23K	0.38%	24
2023 Q4	$439K	Buy	+1,852	New	+$409K	0.37%	23

Other funds holding VTI

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

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

Wealth Forward LLC's VTI Position: Q3 2026 in Review

Wealth Forward LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 39% in Q3 2026, selling an estimated $142K and leaving 596 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #50.

Wealth Forward LLC first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $766K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Wealth Forward LLC held 596 shares of Vanguard Morningstar Total Stock Market ETF worth $223K as of Q3 2026.
Wealth Forward LLC sold 380 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $142K.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Wealth Forward LLC's portfolio in Q3 2026, its #50 holding.
Wealth Forward LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Forward LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $766K in Q2 2025.
1,488 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.