Mackenzie Financial
VTI icon

Mackenzie Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mackenzie Financial’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 		– Sell
-31,440
Closed -$10.1M – 1694
2026
Q1 		$10.1M Buy
31,440
+7,334
+30% +$2.46M 0.01% 521
2025
Q4 		$8.13M Buy
24,106
+655
+3% +$218K 0.01% 543
2025
Q3 		$7.7M Buy
23,451
+96
+0.4% +$30.3K 0.01% 551
2025
Q2 		$7.1M Sell
23,355
-5,182
-18% -$1.46M 0.01% 538
2025
Q1 		$7.84M Buy
28,537
+4,470
+19% +$1.3M 0.01% 498
2024
Q4 		$6.97M Buy
+24,067
New +$7.02M 0.01% 523

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

Mackenzie Financial's VTI Position: Q2 2026 in Review

Mackenzie Financial sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 31,440 shares — an estimated $10.1M sold.

Mackenzie Financial first reported a position in VTI in Q4 2024 and held it in 6 quarters. The position peaked at $10.1M in Q1 2026. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mackenzie Financial reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 31,440 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.1M.
  • Mackenzie Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 6 quarters.
  • Mackenzie Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $10.1M in Q1 2026.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.