Weaver Consulting Group
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Weaver Consulting Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Weaver Consulting 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 		$15.6M Buy
41,562
+5,138
+14% +$1.93M 3.02% 4
2026
Q2 		$13.5M Buy
36,424
+656
+2% +$235K 2.76% 5
2026
Q1 		$11.5M Buy
35,768
+2,571
+8% +$863K 2.73% 4
2025
Q4 		$11.1M Buy
33,197
+202
+0.6% +$67.2K 2.72% 4
2025
Q3 		$10.8M Buy
32,995
+4,124
+14% +$1.3M 2.75% 5
2025
Q2 		$8.77M Sell
28,871
-376
-1% -$106K 2.43% 6
2025
Q1 		$8.04M Sell
29,247
-409
-1% -$119K 2.42% 6
2024
Q4 		$8.59M Sell
29,656
-40
-0.1% -$11.7K 2.64% 6
2024
Q3 		$8.41M Sell
29,696
-112
-0.4% -$30.5K 2.67% 6
2024
Q2 		$7.97M Buy
29,808
+167
+0.6% +$43.2K 2.78% 5
2024
Q1 		$7.7M Buy
29,641
+70
+0.2% +$17.3K 2.85% 4
2023
Q4 		$7.01M Sell
29,571
-758
-2% -$168K 2.85% 5
2023
Q3 		$6.44M Buy
30,329
+191
+0.6% +$42.3K 2.91% 6
2023
Q2 		$6.64M Sell
30,138
-1,461
-5% -$305K 2.93% 6
2023
Q1 		$6.45M Sell
31,599
-1,378
-4% -$276K 2.95% 7
2022
Q4 		$6.3M Sell
32,977
-2,137
-6% -$412K 3.22% 5
2022
Q3 		$6.3M Sell
35,114
-1,957
-5% -$390K 3.62% 5
2022
Q2 		$6.99M Buy
37,071
+1,375
+4% +$283K 3.91% 4
2022
Q1 		$8.13M Buy
35,696
+2,313
+7% +$520K 3.94% 3
2021
Q4 		$8.06M Buy
33,383
+3,231
+11% +$763K 3.88% 6
2021
Q3 		$6.7M Buy
30,152
+2,319
+8% +$529K 3.64% 6
2021
Q2 		$6.2M Buy
27,833
+2,402
+9% +$521K 3.49% 6
2021
Q1 		$5.26M Buy
25,431
+3,031
+14% +$613K 3.23% 6
2020
Q4 		$4.36M Buy
22,400
+156
+0.7% +$28.5K 2.72% 8
2020
Q3 		$3.79M Sell
22,244
-245
-1% -$41.2K 2.18% 9
2020
Q2 		$3.52M Sell
22,489
-6,569
-23% -$969K 2.05% 11
2020
Q1 		$3.75M Sell
29,058
-519
-2% -$80.2K 2.45% 10
2019
Q4 		$4.47M Sell
29,577
-2
-0% -$313 2.39% 9
2019
Q3 		$4.55M Sell
29,579
-182
-0.6% -$27.4K 2.41% 9
2019
Q2 		$4.47M Buy
29,761
+227
+0.8% +$33.4K 2.44% 9
2019
Q1 		$4.36M Buy
+29,534
New +$4.12M 1.23% 16

Other funds holding VTI

Forvis Mazars Wealth Advisors
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
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Weaver Consulting Group's VTI Position: Q3 2026 in Review

Weaver Consulting Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q3 2026, buying an estimated $1.93M and bringing the position to 41,562 shares worth $15.6M. The position accounts for 3.02% of the portfolio, ranked #4.

Weaver Consulting Group first reported a position in VTI in Q1 2019 and has held it in 31 quarters since. 1,152 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Weaver Consulting Group held 41,562 shares of Vanguard Morningstar Total Stock Market ETF worth $15.6M as of Q3 2026.
  • Weaver Consulting Group bought 5,138 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.93M.
  • Vanguard Morningstar Total Stock Market ETF made up 3.02% of Weaver Consulting Group's portfolio in Q3 2026, its #4 holding.
  • Weaver Consulting Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 31 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.