Curated Wealth Partners 13F: Cuts VTI Stake by $162M
Curated Wealth Partners significantly lowered its exposure to the broad market fund in its latest regulatory filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Curated Wealth Partners sold 433,413 shares from its stake in Vanguard Morningstar Total Stock Market ETF ($VTI), a 99.01% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 4,320 shares worth $1.62 million at the end of the quarter.
Since the filing, $VTI is down 1.1% to date (from the $378.42 close on Oct 15, 2026).
Find the original: Curated Wealth Partners 13F filings on SEC EDGAR
VTI
Vanguard Morningstar Total Stock Market ETF
Key Points
- Curated Wealth Partners reduced its position in Vanguard Morningstar Total Stock Market ETF by 433,413 shares during the period.
- The institutional investor wrapped up the reporting quarter holding just 4,320 shares valued at about $1.6 million.
- Vanguard's broad market ETF recently traded around $373.30, holding above its 200-day moving average of $357.36.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Vanguard Morningstar Total Stock Market ETF alert may contain errors. Disclosures
Curated Wealth Partners trimmed its holdings in Vanguard Morningstar Total Stock Market ETF VTI on NYSEArca, cutting its stake by 433,413 shares during the period. The move was revealed in a Form 13F filing submitted to the Securities and Exchange Commission on October 15, 2026. Because 13F reports look backward at portfolio choices made at the close of a quarter, this disclosure might not reflect the firm's exact investments today.
What Changed in Curated Wealth Partners's Vanguard Morningstar Total Stock Market ETF Position
In its filing, Curated Wealth Partners reported owning 4,320 shares of the broad market fund, down sharply from its previous total of 437,733 shares. That's a 99.0% reduction in its position. The remaining shares held an estimated value of $1.6 million as of the report date.
Vanguard Morningstar Total Stock Market ETF Stock Down 1.4%
The fund recently changed hands around $373.30 as of October 16, 2026. The shares sit about 3.1% below their 52-week high of $385.12 and roughly 20.3% above their 52-week low of $310.40. The ETF trades with a price-to-earnings ratio of 24.02 and offers a dividend yield of 1.06%.
About Vanguard Morningstar Total Stock Market ETF
Vanguard Morningstar Total Stock Market ETF uses an indexing strategy to track the CRSP U.S. Total Market Index. This benchmark covers the entire investable U.S. stock market. The fund puts at least 80% of its net assets into stocks that make up the target index to give investors broad exposure to domestic equities.
Bottom Line
Curated Wealth Partners's sharp reduction shows a major shift in how the firm manages its broad market equity exposure. Investors tracking institutional moves should check for upcoming regulatory filings to see if the fund continues to trim its holdings in the fund. Keep in mind that historical holdings reports only offer a window into past portfolio decisions. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Curated Wealth Partners's 13F filing on $VTI (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Curated Wealth Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts