Wiser Wealth Management
VTI icon

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

Wiser Wealth Management’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 		$2.42M Sell
6,478
-23
-0.4% -$8.62K 0.44% 19
2026
Q2 		$2.41M Buy
6,501
+181
+3% +$64.7K 0.46% 19
2026
Q1 		$2.03M Buy
6,320
+2,505
+66% +$840K 0.44% 20
2025
Q4 		$1.28M Sell
3,815
-291
-7% -$96.8K 0.28% 26
2025
Q3 		$1.35M Sell
4,106
-160
-4% -$50.5K 0.31% 25
2025
Q2 		$1.3M Sell
4,266
-1,035
-20% -$291K 0.32% 23
2025
Q1 		$1.46M Sell
5,301
-3,400
-39% -$988K 0.41% 21
2024
Q4 		$2.52M Sell
8,701
-9
-0.1% -$2.63K 0.71% 15
2024
Q3 		$2.47M Buy
8,710
+967
+12% +$264K 0.71% 15
2024
Q2 		$2.07M Buy
7,743
+2,349
+44% +$608K 0.64% 15
2024
Q1 		$1.4M Buy
5,394
+2,233
+71% +$552K 0.46% 17
2023
Q4 		$736K Sell
3,161
-7,176
-69% -$1.59M 0.27% 22
2023
Q3 		$2.2M Buy
10,337
+919
+10% +$203K 0.89% 16
2023
Q2 		$2.07M Buy
9,418
+970
+11% +$202K 0.83% 17
2023
Q1 		$1.72M Buy
8,448
+1,180
+16% +$236K 0.74% 19
2022
Q4 		$1.39M Sell
7,268
-571
-7% -$110K 0.64% 22
2022
Q3 		$1.41M Sell
7,839
-99
-1% -$19.7K 0.74% 19
2022
Q2 		$1.5M Buy
7,938
+1,073
+16% +$220K 0.78% 21
2022
Q1 		$1.56M Buy
6,865
+2,155
+46% +$485K 0.72% 19
2021
Q4 		$1.14M Buy
4,710
+326
+7% +$77K 0.56% 19
2021
Q3 		$974K Buy
4,384
+538
+14% +$123K 0.52% 20
2021
Q2 		$857K Buy
3,846
+462
+14% +$100K 0.52% 20
2021
Q1 		$699K Buy
3,384
+1,325
+64% +$268K 0.48% 20
2020
Q4 		$401K Buy
+2,059
New +$376K 0.3% 24

Other funds holding VTI

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wiser Wealth Management's VTI Position: Q3 2026 in Review

Wiser Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.35% in Q3 2026, selling an estimated $8.62K and leaving 6,478 shares worth $2.42M. The position accounts for 0.44% of the portfolio, ranked #19.

Wiser Wealth Management first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.52M in Q4 2024. 1,263 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Wiser Wealth Management held 6,478 shares of Vanguard Morningstar Total Stock Market ETF worth $2.42M as of Q3 2026.
  • Wiser Wealth Management sold 23 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $8.62K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.44% of Wiser Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Wiser Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • Wiser Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.52M in Q4 2024.
  • 1,263 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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