Wise Wealth Partners
VTI icon

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

Wise Wealth Partners’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 		$813K Sell
2,171
-159
-7% -$59.6K 1.49% 16
2026
Q2 		$862K Sell
2,330
-60
-3% -$21.5K 1.47% 17
2026
Q1 		$767K Buy
2,390
+189
+9% +$63.4K 1.04% 20
2025
Q4 		$738K Sell
2,201
-114
-5% -$37.9K 1.06% 23
2025
Q3 		$760K Hold
2,315
– – 1.16% 22
2025
Q2 		$704K Sell
2,315
-110
-5% -$30.9K 1.18% 22
2025
Q1 		$667K Sell
2,425
-50
-2% -$14.5K 1.59% 11
2024
Q4 		$717K Buy
+2,475
New +$722K 1.77% 10

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Wise Wealth Partners's VTI Position: Q3 2026 in Review

Wise Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.8% in Q3 2026, selling an estimated $59.6K and leaving 2,171 shares worth $813K. The position accounts for 1.49% of the portfolio, ranked #16.

Wise Wealth Partners first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $862K in Q2 2026. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Wise Wealth Partners held 2,171 shares of Vanguard Morningstar Total Stock Market ETF worth $813K as of Q3 2026.
  • Wise Wealth Partners sold 159 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $59.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.49% of Wise Wealth Partners's portfolio in Q3 2026, its #16 holding.
  • Wise Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • Wise Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $862K in Q2 2026.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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