WESPAC Advisors
VTI icon

WESPAC Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WESPAC Advisors’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 		$4.36M Sell
11,640
-809
-6% -$303K 2.21% 7
2026
Q2 		$4.61M Buy
12,449
+9,922
+393% +$3.55M 2.25% 7
2026
Q1 		$811K Buy
2,527
+1,077
+74% +$361K 0.44% 71
2025
Q4 		$486K Sell
1,450
-15
-1% -$4.99K 0.26% 108
2025
Q3 		$481K Buy
1,465
+2
+0.1% +$632 0.28% 119
2025
Q2 		$445K Sell
1,463
-11
-0.7% -$3.09K 0.31% 116
2025
Q1 		$405K Sell
1,474
-346
-19% -$101K 0.33% 104
2024
Q4 		$527K Buy
1,820
+689
+61% +$201K 0.39% 92
2024
Q3 		$320K Buy
1,131
+50
+5% +$13.6K 0.24% 121
2024
Q2 		$289K Sell
1,081
-53
-5% -$13.7K 0.23% 126
2024
Q1 		$295K Buy
1,134
+114
+11% +$28.2K 0.17% 140
2023
Q4 		$242K Buy
1,020
+25
+3% +$5.53K 0.17% 131
2023
Q3 		$211K Hold
995
– – 0.16% 132
2023
Q2 		$219K Hold
995
– – 0.18% 116
2023
Q1 		$203K Buy
+995
New +$199K 0.19% 103
2019
Q2 		– Sell
-4,645
Closed -$672K – 145
2019
Q1 		$672K Hold
4,645
– – 0.46% 65
2018
Q4 		$593K Hold
4,645
– – 0.57% 53
2018
Q3 		$695K Hold
4,645
– – 0.41% 80
2018
Q2 		$652K Hold
4,645
– – 0.67% 51
2018
Q1 		$630K Buy
+4,645
New +$651K 0.38% 85
2017
Q4 		– Sell
-2,992
Closed -$388K – 140
2017
Q3 		$388K Buy
+2,992
New +$379K 0.26% 100
2014
Q1 		– Sell
-2,117
Closed -$203K – 157
2013
Q4 		$203K Buy
+2,117
New +$195K 0.17% 132

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

WESPAC Advisors's VTI Position: Q3 2026 in Review

WESPAC Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.5% in Q3 2026, selling an estimated $303K and leaving 11,640 shares worth $4.36M. The position accounts for 2.21% of the portfolio, ranked #7.

WESPAC Advisors first reported a position in VTI in Q4 2013 and has held it in 22 quarters since. The position peaked at $4.61M in Q2 2026. 1,830 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • WESPAC Advisors held 11,640 shares of Vanguard Morningstar Total Stock Market ETF worth $4.36M as of Q3 2026.
  • WESPAC Advisors sold 809 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $303K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.21% of WESPAC Advisors's portfolio in Q3 2026, its #7 holding.
  • WESPAC Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 22 quarters since.
  • WESPAC Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $4.61M in Q2 2026.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.