James T. Borello RIA’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

James T. Borello RIA’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	$119K	Hold	318	–	–	0.02%	156
2026 Q2	$118K	Hold	318	–	–	0.03%	153
2026 Q1	$102K	Hold	318	–	–	0.03%	150
2025 Q4	$107K	Hold	318	–	–	0.03%	127
2025 Q3	$104K	Hold	318	–	–	0.03%	122
2025 Q2	$96.7K	Hold	318	–	–	0.03%	120
2025 Q1	$87.4K	Hold	318	–	–	0.03%	111
2024 Q4	$92.2K	Buy	+318	New	+$92.8K	0.03%	98

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

BSWM

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

SWM

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

BIAS

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

James T. Borello RIA's VTI Position: Q3 2026 in Review

James T. Borello RIA held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 318 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #156.

James T. Borello RIA first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 726 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

James T. Borello RIA held 318 shares of Vanguard Morningstar Total Stock Market ETF worth $119K as of Q3 2026.
James T. Borello RIA left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #156 holding.
James T. Borello RIA first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
726 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.