Magnolia Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Magnolia Wealth 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	$67.1M	Buy	181,284 +2,664	+1%	+$953K	35.11%	1
2026 Q1	$57.3M	Buy	178,620 +2,196	+1%	+$737K	33.39%	1
2025 Q4	$59.1M	Buy	176,424 +1,255	+0.7%	+$418K	35.34%	1
2025 Q3	$57.5M	Sell	175,169 -4,852	-3%	-$1.53M	35.56%	1
2025 Q2	$54.7M	Buy	180,021 +3,017	+2%	+$849K	35.67%	1
2025 Q1	$48.6M	Sell	177,004 -1,272	-0.7%	-$370K	34.89%	1
2024 Q4	$51.7M	Buy	178,276 +6,212	+4%	+$1.81M	35.92%	1
2024 Q3	$48.7M	Sell	172,064 -6,570	-4%	-$1.79M	34.63%	1
2024 Q2	$47.8M	Sell	178,634 -175,671	-50%	-$45.5M	36.07%	1
2024 Q1	$92M	Buy	354,305 +175,718	+98%	+$43.5M	37.66%	1
2023 Q4	$42.4M	Sell	178,587 -1,060	-0.6%	-$234K	36.32%	1
2023 Q3	$38.2M	Buy	179,647 +11,054	+7%	+$2.45M	35.51%	1
2023 Q2	$37.1M	Buy	168,593 +5,189	+3%	+$1.08M	34.59%	1
2023 Q1	$33.4M	Buy	163,404 +6,108	+4%	+$1.22M	33.6%	1
2022 Q4	$30.1M	Buy	+157,296	New	+$30.3M	32.62%	1
2022 Q2	$27.7M	Buy	147,008 +6,656	+5%	+$1.37M	31.43%	1
2022 Q1	$32M	Buy	140,352 +26,082	+23%	+$5.87M	33.61%	1
2021 Q4	$27.6M	Buy	+114,270	New	+$27M	28.23%	1

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

Magnolia Wealth Management's VTI Position: Q2 2026 in Review

Magnolia Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, buying an estimated $953K and bringing the position to 181,284 shares worth $67.1M. The position accounts for 35.11% of the portfolio, ranked #1.

Magnolia Wealth Management first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $92M in Q1 2024. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Magnolia Wealth Management held 181,284 shares of Vanguard Morningstar Total Stock Market ETF worth $67.1M as of Q2 2026.
Magnolia Wealth Management bought 2,664 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $953K.
Vanguard Morningstar Total Stock Market ETF made up 35.11% of Magnolia Wealth Management's portfolio in Q2 2026, its #1 holding.
Magnolia Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Magnolia Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $92M in Q1 2024.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.