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

Yardley 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	$638K	Sell	1,704 -50	-3%	-$18.7K	0.28%	27
2026 Q2	$649K	Hold	1,754	–	–	0.29%	24
2026 Q1	$563K	Hold	1,754	–	–	0.29%	24
2025 Q4	$588K	Hold	1,754	–	–	0.31%	23
2025 Q3	$576K	Hold	1,754	–	–	0.32%	23
2025 Q2	$533K	Hold	1,754	–	–	0.29%	24
2025 Q1	$482K	Hold	1,754	–	–	0.28%	25
2024 Q4	$508K	Hold	1,754	–	–	0.25%	36
2024 Q3	$497K	Buy	+1,754	New	+$478K	0.29%	26

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

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

Yardley Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q3 2026, selling an estimated $18.7K and leaving 1,704 shares worth $638K. The position accounts for 0.28% of the portfolio, ranked #27.

Yardley Wealth Management first reported a position in VTI in Q3 2024 and has held it in 9 quarters since. The position peaked at $649K in Q2 2026. 1,554 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Yardley Wealth Management held 1,704 shares of Vanguard Morningstar Total Stock Market ETF worth $638K as of Q3 2026.
Yardley Wealth Management sold 50 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $18.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Yardley Wealth Management's portfolio in Q3 2026, its #27 holding.
Yardley Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
Yardley Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $649K in Q2 2026.
1,554 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.