M Wealth Management LLC’s Vanguard Morningstar 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 Q2	$466K	Buy	1,259 +4	+0.3%	+$1.43K	0.37%	39
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 $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

M Wealth Management LLC's VTI Position: Q2 2026 in Review

M Wealth Management LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,259 shares worth $466K. The position accounts for 0.37% of the portfolio, ranked #39.

M Wealth Management LLC first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

M Wealth Management LLC held 1,259 shares of Vanguard Morningstar Total Stock Market ETF worth $466K as of Q2 2026.
M Wealth Management LLC bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Total Stock Market ETF made up 0.37% of M Wealth Management LLC's portfolio in Q2 2026, its #39 holding.
M Wealth Management LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.