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Macroview Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Macroview Investment Management’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 		$1.7M Buy
4,591
+72
+2% +$25.7K 1.05% 28
2026
Q1 		$1.45M Buy
4,519
+13
+0.3% +$4.36K 1.01% 29
2025
Q4 		$1.51M Buy
4,506
+226
+5% +$75.2K 1.03% 29
2025
Q3 		$1.4M Buy
4,280
+102
+2% +$32.2K 1.05% 29
2025
Q2 		$1.27M Buy
4,178
+112
+3% +$31.5K 1.03% 32
2025
Q1 		$1.12M Sell
4,066
-570
-12% -$166K 1.04% 33
2024
Q4 		$1.34M Buy
4,636
+733
+19% +$214K 1.35% 25
2024
Q3 		$1.11M Buy
3,903
+14
+0.4% +$3.82K 1.08% 27
2024
Q2 		$1.04M Sell
3,889
-4
-0.1% -$1.03K 1.1% 27
2024
Q1 		$1.01M Buy
3,893
+14
+0.4% +$3.46K 1.11% 30
2023
Q4 		$920K Sell
3,879
-16
-0.4% -$3.54K 1.08% 31
2023
Q3 		$827K Buy
3,895
+3,850
+8,556% +$852K 1.1% 31
2023
Q2 		$9.92K Buy
45
+21
+88% +$4.38K 0.02% 276
2023
Q1 		$4.9K Hold
24
– – 0.01% 319
2022
Q4 		$4.59K Hold
24
– – 0.01% 328
2022
Q3 		$4K Hold
24
– – 0.01% 312
2022
Q2 		$5K Sell
24
-38
-61% -$7.81K 0.01% 322
2022
Q1 		$14K Hold
62
– – 0.02% 216
2021
Q4 		$15K Sell
62
-61
-50% -$14.4K 0.02% 221
2021
Q3 		$27K Buy
+123
New +$28K 0.03% 119
2018
Q3 		– Sell
-48
Closed -$7K – 360
2018
Q2 		$7K Hold
48
– – 0.02% 142
2018
Q1 		$7K Buy
+48
New +$6.73K 0.03% 128
2017
Q4 		– Sell
-169
Closed -$22K – 144
2017
Q3 		$22K Hold
169
– – 0.11% 65
2017
Q2 		$21K Buy
+169
New +$20.8K 0.11% 68

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

Macroview Investment Management's VTI Position: Q2 2026 in Review

Macroview Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 4,591 shares worth $1.7M. The position accounts for 1.05% of the portfolio, ranked #28.

Macroview Investment Management first reported a position in VTI in Q2 2017 and has held it in 24 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Macroview Investment Management held 4,591 shares of Vanguard Morningstar Total Stock Market ETF worth $1.7M as of Q2 2026.
  • Macroview Investment Management bought 72 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.05% of Macroview Investment Management's portfolio in Q2 2026, its #28 holding.
  • Macroview Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 24 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.