WMWM
VTI icon

Whitaker-Myers Wealth Managers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Whitaker-Myers Wealth Managers’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 		$458K Buy
1,224
+498
+69% +$187K 0.07% 88
2026
Q2 		$269K Buy
+726
New +$260K 0.04% 106
2026
Q1 		– Sell
-1,174
Closed -$394K – 122
2025
Q4 		$394K Sell
1,174
-503
-30% -$167K 0.08% 95
2025
Q3 		$550K Sell
1,677
-497
-23% -$157K 0.12% 82
2025
Q2 		$661K Sell
2,174
-275
-11% -$77.3K 0.17% 62
2025
Q1 		$673K Sell
2,449
-313
-11% -$90.9K 0.19% 50
2024
Q4 		$800K Sell
2,762
-4,189
-60% -$1.22M 0.23% 47
2024
Q3 		$1.97M Sell
6,951
-242
-3% -$66K 0.65% 22
2024
Q2 		$1.92M Sell
7,193
-690
-9% -$179K 0.71% 22
2024
Q1 		$2.05M Buy
7,883
+4,959
+170% +$1.23M 0.86% 18
2023
Q4 		$694K Sell
2,924
-72
-2% -$15.9K 0.35% 47
2023
Q3 		$636K Sell
2,996
-14
-0.5% -$3.1K 0.4% 43
2023
Q2 		$663K Sell
3,010
-195
-6% -$40.7K 0.44% 41
2023
Q1 		$654K Sell
3,205
-28
-0.9% -$5.61K 0.51% 40
2022
Q4 		$618K Buy
+3,233
New +$623K 0.59% 39

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VTI Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 69% in Q3 2026, buying an estimated $187K and bringing the position to 1,224 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #88.

Whitaker-Myers Wealth Managers first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.05M in Q1 2024. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 1,224 shares of Vanguard Morningstar Total Stock Market ETF worth $458K as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 498 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $187K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #88 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Whitaker-Myers Wealth Managers's Vanguard Morningstar Total Stock Market ETF position peaked at $2.05M in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.