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MLG Wealth Management DBA Pine Grove Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$509K Buy
+1,520
New +$506K 0.06% 114

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's VTI Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025: 1,520 shares worth $509K. The stake represents 0.06% of the portfolio and ranks #114 among its holdings.

3,581 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 1,520 shares of Vanguard Morningstar Total Stock Market ETF worth $509K as of Q4 2025.
  • Vanguard Morningstar Total Stock Market ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #114 holding.
  • 3,581 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.