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

Winnow Wealth’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	$2.85M	Buy	7,606 +6,437	+551%	+$2.41M	1.88%	11
2026 Q2	$433K	Buy	+1,169	New	+$418K	0.29%	95
2026 Q1	–	Sell	-514	Closed	-$173K	–	548
2025 Q4	$173K	Buy	514 +157	+44%	+$52.2K	0.13%	109
2025 Q3	$117K	Buy	+357	New	+$113K	0.09%	115
2025 Q2	–	Sell	-357	Closed	-$98K	–	663
2025 Q1	$98K	Hold	357	–	–	0.09%	113
2024 Q4	$103K	Buy	+357	New	+$104K	0.1%	112

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Winnow Wealth's VTI Position: Q3 2026 in Review

Winnow Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 551% in Q3 2026, buying an estimated $2.41M and bringing the position to 7,606 shares worth $2.85M. The position accounts for 1.88% of the portfolio, ranked #11.

Winnow Wealth first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 893 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Winnow Wealth held 7,606 shares of Vanguard Morningstar Total Stock Market ETF worth $2.85M as of Q3 2026.
Winnow Wealth bought 6,437 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.41M.
Vanguard Morningstar Total Stock Market ETF made up 1.88% of Winnow Wealth's portfolio in Q3 2026, its #11 holding.
Winnow Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
893 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.