Williams & Novak’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Williams & Novak’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	$430K	Buy	1,148 +20	+2%	+$7.5K	0.25%	79
2026 Q2	$417K	Hold	1,128	–	–	0.28%	80
2026 Q1	$365K	Sell	1,128 -997	-47%	-$335K	0.27%	77
2025 Q4	$712K	Sell	2,125 -54	-2%	-$18K	0.54%	44
2025 Q3	$715K	Buy	2,179 +439	+25%	+$139K	0.55%	43
2025 Q2	$529K	Sell	1,740 -221	-11%	-$62.2K	0.45%	59
2025 Q1	$541K	Sell	1,961 -432	-18%	-$126K	0.53%	50
2024 Q4	$694K	Sell	2,393 -100	-4%	-$29.2K	0.67%	38
2024 Q3	$706K	Sell	2,493 -264	-10%	-$72K	0.66%	42
2024 Q2	$738K	Sell	2,757 -2,044	-43%	-$529K	0.69%	37
2024 Q1	$1.14M	Hold	4,801	–	–	1.29%	26
2023 Q4	$1.14M	Buy	+4,801	New	+$1.06M	1.29%	26

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Williams & Novak's VTI Position: Q3 2026 in Review

Williams & Novak increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q3 2026, buying an estimated $7.5K and bringing the position to 1,148 shares worth $430K. The position accounts for 0.25% of the portfolio, ranked #79.

Williams & Novak first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q1 2024. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Williams & Novak held 1,148 shares of Vanguard Morningstar Total Stock Market ETF worth $430K as of Q3 2026.
Williams & Novak bought 20 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of Williams & Novak's portfolio in Q3 2026, its #79 holding.
Williams & Novak first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's Vanguard Morningstar Total Stock Market ETF position peaked at $1.14M in Q1 2024.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.