M3 Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
M3 Advisory Group's VTI Position: Q2 2026 in Review
M3 Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $240K and bringing the position to 26,477 shares worth $9.8M. The position accounts for 5.08% of the portfolio, ranked #4.
M3 Advisory Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- M3 Advisory Group held 26,477 shares of Vanguard Morningstar Total Stock Market ETF worth $9.8M as of Q2 2026.
- M3 Advisory Group bought 670 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $240K.
- Vanguard Morningstar Total Stock Market ETF made up 5.08% of M3 Advisory Group's portfolio in Q2 2026, its #4 holding.
- M3 Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
- 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.