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M3 Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

M3 Advisory 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
2026
Q1 		$8.28M Buy
25,807
+192
+0.7% +$64.4K 5.1% 3
2025
Q4 		$8.59M Buy
25,615
+42
+0.2% +$14K 5.24% 4
2025
Q3 		$8.39M Buy
25,573
+162
+0.6% +$51.2K 5.23% 3
2025
Q2 		$7.72M Buy
25,411
+686
+3% +$193K 5.34% 3
2025
Q1 		$6.8M Buy
24,725
+133
+0.5% +$38.6K 5.37% 3
2024
Q4 		$7.13M Buy
24,592
+1,287
+6% +$376K 5.1% 3
2024
Q3 		$6.6M Buy
23,305
+743
+3% +$203K 4.85% 3
2024
Q2 		$6.04M Buy
22,562
+544
+2% +$141K 4.97% 3
2024
Q1 		$5.72M Buy
22,018
+1,354
+7% +$335K 5.19% 3
2023
Q4 		$4.9M Buy
+20,664
New +$4.57M 5.74% 3

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

M3 Advisory Group's VTI Position: Q1 2026 in Review

M3 Advisory Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.75% in Q1 2026, buying an estimated $64.4K and bringing the position to 25,807 shares worth $8.28M. The position accounts for 5.1% of the portfolio, ranked #3.

M3 Advisory Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.59M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • M3 Advisory Group held 25,807 shares of Vanguard Total Stock Market ETF worth $8.28M as of Q1 2026.
  • M3 Advisory Group bought 192 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $64.4K.
  • Vanguard Total Stock Market ETF made up 5.1% of M3 Advisory Group's portfolio in Q1 2026, its #3 holding.
  • M3 Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • M3 Advisory Group's Vanguard Total Stock Market ETF position peaked at $8.59M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.