MHS
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M Holdings Securities’s Vanguard Morningstar 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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M Holdings Securities's VTI Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 42,395 shares — an estimated $14.2M sold.

M Holdings Securities first reported a position in VTI in Q4 2013 and held it in 41 quarters. The position peaked at $15.7M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • M Holdings Securities reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 42,395 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $14.2M.
  • M Holdings Securities first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and held it in 41 quarters.
  • M Holdings Securities's Vanguard Morningstar Total Stock Market ETF position peaked at $15.7M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.