MHS
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M Holdings Securities’s Vanguard Total Stock Market ETF VTI Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-15,691
Closed -$3.46M – 311
2023
Q2 		$3.46M Sell
15,691
-28,298
-64% -$5.9M 0.71% 20
2023
Q1 		$8.97M Buy
+43,989
New +$8.81M 0.93% 23

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M Holdings Securities's VTI Position: Q1 2026 in Review

M Holdings Securities reduced its Vanguard Total Stock Market ETF (VTI) stake by 9.5% in Q1 2026, selling an estimated $1.5M and leaving 42,395 shares worth $14.2M. The position accounts for 0.96% of the portfolio, ranked #21.

M Holdings Securities first reported a position in VTI in Q4 2013 and has held it in 41 quarters since. The position peaked at $15.7M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • M Holdings Securities held 42,395 shares of Vanguard Total Stock Market ETF worth $14.2M as of Q1 2026.
  • M Holdings Securities sold 4,464 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.5M.
  • Vanguard Total Stock Market ETF made up 0.96% of M Holdings Securities's portfolio in Q1 2026, its #21 holding.
  • M Holdings Securities first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and has held it in 41 quarters since.
  • M Holdings Securities's Vanguard Total Stock Market ETF position peaked at $15.7M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.