Welch Group
VTI icon

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

Welch 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 		$1.98M Buy
5,291
+670
+14% +$251K 0.07% 85
2026
Q2 		$1.71M Buy
4,621
+26
+0.6% +$9.3K 0.06% 90
2026
Q1 		$1.47M Buy
4,595
+645
+16% +$216K 0.06% 98
2025
Q4 		$1.32M Buy
3,950
+997
+34% +$332K 0.05% 102
2025
Q3 		$969K Buy
2,953
+518
+21% +$164K 0.04% 115
2025
Q2 		$740K Buy
2,435
+591
+32% +$166K 0.03% 126
2025
Q1 		$504K Sell
1,844
-99
-5% -$28.8K 0.02% 141
2024
Q4 		$565K Sell
1,943
-28
-1% -$8.17K 0.03% 142
2024
Q3 		$558K Buy
1,971
+3
+0.2% +$818 0.02% 137
2024
Q2 		$526K Buy
1,968
+248
+14% +$64.2K 0.03% 137
2024
Q1 		$447K Sell
1,720
-76
-4% -$18.8K 0.02% 134
2023
Q4 		$426K Sell
1,796
-192
-10% -$42.4K 0.02% 136
2023
Q3 		$422K Buy
1,988
+69
+4% +$15.3K 0.03% 119
2023
Q2 		$423K Sell
1,919
-36
-2% -$7.51K 0.02% 124
2023
Q1 		$399K Buy
1,955
+217
+12% +$43.4K 0.02% 128
2022
Q4 		$332K Buy
+1,738
New +$335K 0.02% 147
2020
Q1 		– Sell
-1,106
Closed -$181K – 173
2019
Q4 		$181K Hold
1,106
– – 0.02% 118
2019
Q3 		$167K Hold
1,106
– – 0.02% 122
2019
Q2 		$166K Sell
1,106
-540
-33% -$79.5K 0.02% 117
2019
Q1 		$238K Sell
1,646
-11,101
-87% -$1.55M 0.03% 111
2018
Q4 		$1.63M Buy
+12,747
New +$1.76M 0.2% 45

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Welch Group's VTI Position: Q3 2026 in Review

Welch Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q3 2026, buying an estimated $251K and bringing the position to 5,291 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #85.

Welch Group first reported a position in VTI in Q4 2018 and has held it in 21 quarters since. 1,793 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Welch Group held 5,291 shares of Vanguard Morningstar Total Stock Market ETF worth $1.98M as of Q3 2026.
  • Welch Group bought 670 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $251K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Welch Group's portfolio in Q3 2026, its #85 holding.
  • Welch Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 21 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.