Mad River Investors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mad River Investors’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	$2.52M	Sell	6,800 -2,000	-23%	-$715K	0.94%	13
2026 Q1	$2.82M	Sell	8,800 -3,322	-27%	-$1.11M	1.02%	13
2025 Q4	$4.06M	Hold	12,122	–	–	1.85%	12
2025 Q3	$3.98M	Hold	12,122	–	–	1.7%	13
2025 Q2	$3.68M	Hold	12,122	–	–	1.65%	12
2025 Q1	$3.33M	Hold	12,122	–	–	1.41%	11
2024 Q4	$3.51M	Hold	12,122	–	–	1.63%	11
2024 Q3	$3.43M	Sell	12,122 -360	-3%	-$98.2K	1.9%	11
2024 Q2	$3.34M	Hold	12,482	–	–	2.24%	10
2024 Q1	$3.24M	Hold	12,482	–	–	2.25%	11
2023 Q4	$2.96M	Hold	12,482	–	–	2.75%	9
2023 Q3	$2.65M	Hold	12,482	–	–	1.88%	12
2023 Q2	$2.85M	Buy	+12,482	New	+$2.6M	2.11%	11

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

Mad River Investors's VTI Position: Q2 2026 in Review

Mad River Investors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q2 2026, selling an estimated $715K and leaving 6,800 shares worth $2.52M. The position accounts for 0.94% of the portfolio, ranked #13.

Mad River Investors first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.06M in Q4 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mad River Investors held 6,800 shares of Vanguard Morningstar Total Stock Market ETF worth $2.52M as of Q2 2026.
Mad River Investors sold 2,000 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715K.
Vanguard Morningstar Total Stock Market ETF made up 0.94% of Mad River Investors's portfolio in Q2 2026, its #13 holding.
Mad River Investors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
Mad River Investors's Vanguard Morningstar Total Stock Market ETF position peaked at $4.06M in Q4 2025.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mad River Investors's 13F filing for Q2 2026, filed 3 Aug 2026.