Whelan Financial
VTI icon

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

Whelan Financial’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 		$2.56M Buy
6,832
+1
+0% +$375 0.66% 18
2026
Q2 		$2.53M Sell
6,831
-699
-9% -$250K 0.69% 18
2026
Q1 		$2.42M Buy
7,530
+605
+9% +$203K 0.75% 16
2025
Q4 		$2.32M Sell
6,925
-59
-0.8% -$19.6K 0.73% 18
2025
Q3 		$2.29M Sell
6,984
-408
-6% -$129K 0.73% 18
2025
Q2 		$2.25M Buy
7,392
+617
+9% +$174K 0.81% 16
2025
Q1 		$1.86M Sell
6,775
-27
-0.4% -$7.84K 0.72% 14
2024
Q4 		$1.97M Buy
6,802
+50
+0.7% +$14.6K 0.78% 13
2024
Q3 		$1.91M Sell
6,752
-234
-3% -$63.8K 0.79% 14
2024
Q2 		$1.87M Sell
6,986
-11
-0.2% -$2.85K 0.83% 11
2024
Q1 		$1.82M Sell
6,997
-147
-2% -$36.4K 0.83% 13
2023
Q4 		$1.69M Buy
7,144
+6
+0.1% +$1.33K 0.79% 12
2023
Q3 		$1.52M Buy
7,138
+300
+4% +$66.4K 0.8% 13
2023
Q2 		$1.51M Sell
6,838
-236
-3% -$49.2K 0.79% 13
2023
Q1 		$1.44M Sell
7,074
-360
-5% -$72.1K 0.8% 12
2022
Q4 		$1.42M Buy
7,434
+1,275
+21% +$246K 0.86% 11
2022
Q3 		$1.1M Sell
6,159
-4,264
-41% -$850K 0.76% 12
2022
Q2 		$1.97M Buy
10,423
+124
+1% +$25.5K 1.33% 10
2022
Q1 		$2.34M Buy
10,299
+7,375
+252% +$1.66M 1.44% 9
2021
Q4 		$706K Buy
2,924
+7
+0.2% +$1.65K 0.44% 11
2021
Q3 		$648K Buy
+2,917
New +$665K 0.59% 10

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B 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

Whelan Financial's VTI Position: Q3 2026 in Review

Whelan Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q3 2026, buying an estimated $375 and bringing the position to 6,832 shares worth $2.56M. The position accounts for 0.66% of the portfolio, ranked #18.

Whelan Financial first reported a position in VTI in Q3 2021 and has held it in 21 quarters since. 1,894 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Whelan Financial held 6,832 shares of Vanguard Morningstar Total Stock Market ETF worth $2.56M as of Q3 2026.
  • Whelan Financial bought 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of Whelan Financial's portfolio in Q3 2026, its #18 holding.
  • Whelan Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,894 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.