West Wealth Group
VTI icon

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

West Wealth 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 		$1.07M Sell
2,872
-21
-0.7% -$7.87K 0.17% 43
2026
Q2 		$1.07M Buy
2,893
+115
+4% +$41.1K 0.18% 45
2026
Q1 		$891K Buy
2,778
+1,783
+179% +$598K 0.18% 41
2025
Q4 		$334K Buy
995
+27
+3% +$8.98K 0.07% 87
2025
Q3 		$318K Buy
968
+198
+26% +$62.5K 0.07% 88
2025
Q2 		$240K Buy
+770
New +$217K 0.06% 100

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

West Wealth Group's VTI Position: Q3 2026 in Review

West Wealth Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.73% in Q3 2026, selling an estimated $7.87K and leaving 2,872 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #43.

West Wealth Group first reported a position in VTI in Q2 2025 and has held it in 6 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • West Wealth Group held 2,872 shares of Vanguard Morningstar Total Stock Market ETF worth $1.07M as of Q3 2026.
  • West Wealth Group sold 21 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.87K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of West Wealth Group's portfolio in Q3 2026, its #43 holding.
  • West Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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