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

Weitzel 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 		$11.9M Buy
31,391
+538
+2% +$202K 3.99% 10
2026
Q2 		$11.3M Buy
30,853
+1,574
+5% +$563K 3.86% 10
2026
Q1 		$9.45M Buy
29,279
+1,153
+4% +$387K 3.56% 11
2025
Q4 		$9.46M Buy
28,126
+1,654
+6% +$550K 3.66% 11
2025
Q3 		$8.62M Buy
26,472
+950
+4% +$300K 3.5% 11
2025
Q2 		$8M Buy
25,522
+980
+4% +$276K 3.39% 12
2025
Q1 		$6.49M Buy
24,542
+576
+2% +$167K 3.09% 12
2024
Q4 		$7M Buy
23,966
+1,143
+5% +$333K 3.3% 10
2024
Q3 		$6.41M Buy
22,823
+1,209
+6% +$330K 3.01% 11
2024
Q2 		$5.79M Buy
21,614
+1,622
+8% +$420K 2.89% 11
2024
Q1 		$5.18M Buy
19,992
+301
+2% +$74.5K 2.61% 11
2023
Q4 		$4.65M Buy
19,691
+3,276
+20% +$724K 2.49% 11
2023
Q3 		$3.45M Buy
16,415
+1,753
+12% +$388K 2.02% 13
2023
Q2 		$3.23M Buy
14,662
+1,556
+12% +$325K 1.83% 13
2023
Q1 		$2.68M Buy
13,106
+283
+2% +$56.7K 1.61% 13
2022
Q4 		$2.45M Sell
12,823
-73
-0.6% -$14.1K 1.57% 13
2022
Q3 		$2.31M Buy
12,896
+1,342
+12% +$267K 1.63% 13
2022
Q2 		$2.18M Sell
11,554
-107
-0.9% -$22K 1.47% 16
2022
Q1 		$2.66M Buy
11,661
+63
+0.5% +$14.2K 1.7% 14
2021
Q4 		$2.8M Buy
11,598
+41
+0.4% +$9.7K 1.69% 13
2021
Q3 		$2.6M Buy
11,557
+647
+6% +$148K 1.69% 13
2021
Q2 		$2.48M Buy
10,910
+16
+0.1% +$3.47K 1.64% 13
2021
Q1 		$2.28M Buy
10,894
+35
+0.3% +$7.08K 1.6% 14
2020
Q4 		$2.25M Buy
+10,859
New +$1.98M 1.68% 13

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
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
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 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

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

Weitzel Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q3 2026, buying an estimated $202K and bringing the position to 31,391 shares worth $11.9M. The position accounts for 3.99% of the portfolio, ranked #10.

Weitzel Financial Services first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. 1,327 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Weitzel Financial Services held 31,391 shares of Vanguard Morningstar Total Stock Market ETF worth $11.9M as of Q3 2026.
  • Weitzel Financial Services bought 538 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $202K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.99% of Weitzel Financial Services's portfolio in Q3 2026, its #10 holding.
  • Weitzel Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.