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M Wealth Management LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

M Wealth Management LLC’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
Q1 		$403K Buy
1,255
+4
+0.3% +$1.34K 0.34% 36
2025
Q4 		$420K Buy
1,251
+7
+0.6% +$2.33K 0.37% 31
2025
Q3 		$408K Buy
1,244
+3
+0.2% +$948 0.36% 30
2025
Q2 		$377K Hold
1,241
– – 0.35% 29
2025
Q1 		$341K Buy
1,241
+5
+0.4% +$1.45K 0.32% 31
2024
Q4 		$358K Buy
+1,236
New +$361K 0.33% 32

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 Wealth Management LLC's VTI Position: Q1 2026 in Review

M Wealth Management LLC increased its Vanguard Total Stock Market ETF (VTI) stake by 0.32% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,255 shares worth $403K. The position accounts for 0.34% of the portfolio, ranked #36.

M Wealth Management LLC first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $420K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • M Wealth Management LLC held 1,255 shares of Vanguard Total Stock Market ETF worth $403K as of Q1 2026.
  • M Wealth Management LLC bought 4 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Total Stock Market ETF made up 0.34% of M Wealth Management LLC's portfolio in Q1 2026, its #36 holding.
  • M Wealth Management LLC first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • M Wealth Management LLC's Vanguard Total Stock Market ETF position peaked at $420K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.