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YHB Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

YHB Investment Advisors’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 		$4.28M Buy
11,425
+1,619
+17% +$607K 0.27% 91
2026
Q2 		$3.63M Sell
9,806
-939
-9% -$336K 0.23% 96
2026
Q1 		$3.45M Sell
10,745
-157
-1% -$52.7K 0.25% 93
2025
Q4 		$3.66M Buy
10,902
+90
+0.8% +$29.9K 0.25% 89
2025
Q3 		$3.55M Sell
10,812
-311
-3% -$98.2K 0.26% 87
2025
Q2 		$3.38M Buy
11,123
+1,425
+15% +$401K 0.26% 91
2025
Q1 		$2.67M Sell
9,698
-977
-9% -$284K 0.22% 101
2024
Q4 		$3.09M Sell
10,675
-898
-8% -$262K 0.25% 90
2024
Q3 		$3.28M Sell
11,573
-876
-7% -$239K 0.27% 88
2024
Q2 		$3.33M Buy
12,449
+160
+1% +$41.4K 0.29% 83
2024
Q1 		$3.19M Buy
12,289
+298
+2% +$73.7K 0.28% 87
2023
Q4 		$2.84M Sell
11,991
-10,811
-47% -$2.39M 0.28% 86
2023
Q3 		$4.93M Buy
22,802
+11,427
+100% +$2.53M 0.46% 63
2023
Q2 		$2.51M Sell
11,375
-640
-5% -$133K 0.23% 100
2023
Q1 		$2.45M Buy
12,015
+319
+3% +$63.9K 0.25% 95
2022
Q4 		$2.24M Buy
11,696
+549
+5% +$106K 0.24% 94
2022
Q3 		$2M Buy
11,147
+1,268
+13% +$253K 0.22% 103
2022
Q2 		$1.86M Buy
9,879
+187
+2% +$38.4K 0.2% 112
2022
Q1 		$2.21M Buy
9,692
+995
+11% +$224K 0.19% 110
2021
Q4 		$2.1M Buy
8,697
+1,556
+22% +$367K 0.17% 125
2021
Q3 		$1.59M Buy
7,141
+11
+0.2% +$2.51K 0.14% 141
2021
Q2 		$1.59M Buy
7,130
+696
+11% +$151K 0.14% 144
2021
Q1 		$1.4M Buy
6,434
+325
+5% +$65.8K 0.12% 150
2020
Q4 		$1.19M Buy
6,109
+786
+15% +$144K 0.11% 154
2020
Q3 		$907K Buy
+5,323
New +$895K 0.1% 159

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

YHB Investment Advisors's VTI Position: Q3 2026 in Review

YHB Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q3 2026, buying an estimated $607K and bringing the position to 11,425 shares worth $4.28M. The position accounts for 0.27% of the portfolio, ranked #91.

YHB Investment Advisors first reported a position in VTI in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.93M in Q3 2023. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • YHB Investment Advisors held 11,425 shares of Vanguard Morningstar Total Stock Market ETF worth $4.28M as of Q3 2026.
  • YHB Investment Advisors bought 1,619 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $607K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of YHB Investment Advisors's portfolio in Q3 2026, its #91 holding.
  • YHB Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $4.93M in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.