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

FMB 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 Q2	$3.26M	Hold	8,806	–	–	1.2%	20
2026 Q1	$2.83M	Buy	8,806 +7,924	+898%	+$2.66M	1.17%	21
2025 Q4	$296K	Sell	882 -50	-5%	-$16.6K	0.12%	68
2025 Q3	$306K	Hold	932	–	–	0.13%	60
2025 Q2	$283K	Hold	932	–	–	0.13%	61
2025 Q1	$256K	Buy	932 +23	+3%	+$6.68K	0.14%	61
2024 Q4	$264K	Sell	909 -50	-5%	-$14.6K	0.15%	58
2024 Q3	$272K	Hold	959	–	–	0.15%	57
2024 Q2	$257K	Hold	959	–	–	0.2%	57
2024 Q1	$249K	Buy	+959	New	+$237K	0.2%	57
2023 Q3	–	Sell	-11,253	Closed	-$2.48M	–	55
2023 Q2	$2.48M	Hold	11,253	–	–	2.63%	14
2023 Q1	$2.3M	Buy	11,253 +7	+0.1%	+$1.4K	2.74%	14
2022 Q4	$2.15M	Buy	+11,246	New	+$2.17M	2.77%	14

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FMB Wealth Management's VTI Position: Q2 2026 in Review

FMB Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 8,806 shares worth $3.26M. The position accounts for 1.2% of the portfolio, ranked #20.

FMB Wealth Management first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

FMB Wealth Management held 8,806 shares of Vanguard Morningstar Total Stock Market ETF worth $3.26M as of Q2 2026.
FMB Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.2% of FMB Wealth Management's portfolio in Q2 2026, its #20 holding.
FMB Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.