YWM
VTI icon

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

Yoder 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 		$4.32M Buy
11,532
+56
+0.5% +$21K 1.63% 20
2026
Q2 		$4.25M Buy
11,476
+60
+0.5% +$21.5K 1.66% 20
2026
Q1 		$3.66M Buy
11,416
+62
+0.5% +$20.8K 1.67% 19
2025
Q4 		$3.81M Buy
11,354
+62
+0.5% +$20.6K 1.73% 17
2025
Q3 		$3.71M Sell
11,292
-117
-1% -$37K 1.75% 17
2025
Q2 		$3.47M Sell
11,409
-38
-0.3% -$10.7K 1.81% 18
2025
Q1 		$3.15M Buy
11,447
+119
+1% +$34.6K 1.77% 18
2024
Q4 		$3.28M Buy
11,328
+7,067
+166% +$2.06M 1.81% 19
2024
Q3 		$1.21M Buy
4,261
+36
+0.9% +$9.8K 0.72% 37
2024
Q2 		$1.13M Buy
4,225
+76
+2% +$19.7K 0.73% 38
2024
Q1 		$1.08M Buy
4,149
+84
+2% +$20.8K 0.7% 38
2023
Q4 		$964K Buy
4,065
+82
+2% +$18.1K 0.68% 37
2023
Q3 		$846K Buy
3,983
+81
+2% +$17.9K 0.7% 34
2023
Q2 		$860K Sell
3,902
-3,059
-44% -$638K 0.68% 35
2023
Q1 		$1.42M Buy
+6,961
New +$1.39M 1.18% 27

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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Sendero Wealth Management
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
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

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

Yoder Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.49% in Q3 2026, buying an estimated $21K and bringing the position to 11,532 shares worth $4.32M. The position accounts for 1.63% of the portfolio, ranked #20.

Yoder Wealth Management first reported a position in VTI in Q1 2023 and has held it in 15 quarters since. 893 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Yoder Wealth Management held 11,532 shares of Vanguard Morningstar Total Stock Market ETF worth $4.32M as of Q3 2026.
  • Yoder Wealth Management bought 56 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $21K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.63% of Yoder Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Yoder Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
  • 893 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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