World Equity Group
VTI icon

World Equity Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

World Equity Group’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 		$434K Sell
1,160
-1,687
-59% -$632K 0.18% 123
2026
Q2 		$1.05M Buy
2,847
+31
+1% +$11.1K 0.24% 93
2026
Q1 		$904K Sell
2,816
-282
-9% -$94.6K 0.23% 98
2025
Q4 		$1.04M Sell
3,098
-115
-4% -$38.3K 0.29% 81
2025
Q3 		$1.05M Buy
3,213
+374
+13% +$118K 0.24% 93
2025
Q2 		$863K Sell
2,839
-503
-15% -$141K 0.24% 91
2025
Q1 		$919K Sell
3,342
-1,944
-37% -$565K 0.26% 86
2024
Q4 		$1.53M Buy
5,286
+2,614
+98% +$763K 0.33% 65
2024
Q3 		$757K Buy
2,672
+175
+7% +$47.7K 0.27% 84
2024
Q2 		$668K Sell
2,497
-2,295
-48% -$594K 0.2% 135
2024
Q1 		$1.25M Sell
4,792
-2,196
-31% -$543K 0.26% 101
2023
Q4 		$1.66M Buy
6,988
+164
+2% +$36.3K 0.33% 73
2023
Q3 		$1.43M Buy
6,824
+2,949
+76% +$653K 0.3% 84
2023
Q2 		$854K Sell
3,875
-1,696
-30% -$354K 0.25% 105
2023
Q1 		$225K Buy
5,571
+690
+14% +$138K 0.03% 441
2022
Q4 		$933K Sell
4,881
-28
-0.6% -$5.4K 0.22% 117
2022
Q3 		$881K Sell
4,909
-85
-2% -$16.9K 0.22% 113
2022
Q2 		$942K Buy
4,994
+470
+10% +$96.6K 0.24% 115
2022
Q1 		$1.03M Buy
+4,524
New +$1.02M 0.22% 128

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

World Equity Group's VTI Position: Q3 2026 in Review

World Equity Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 59% in Q3 2026, selling an estimated $632K and leaving 1,160 shares worth $434K. The position accounts for 0.18% of the portfolio, ranked #123.

World Equity Group first reported a position in VTI in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2023. 1,152 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • World Equity Group held 1,160 shares of Vanguard Morningstar Total Stock Market ETF worth $434K as of Q3 2026.
  • World Equity Group sold 1,687 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $632K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of World Equity Group's portfolio in Q3 2026, its #123 holding.
  • World Equity Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.66M in Q4 2023.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.