Mallini Complete Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mallini Complete Financial Planning’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	$48M	Sell	129,847 -4,063	-3%	-$1.45M	34.28%	1
2026 Q1	$43M	Buy	133,910 +4,153	+3%	+$1.39M	34.03%	1
2025 Q4	$43.5M	Sell	129,757 -1,646	-1%	-$548K	34.97%	1
2025 Q3	$43.1M	Buy	131,403 +2,719	+2%	+$859K	35.07%	1
2025 Q2	$3.91M	Buy	128,684 +2,346	+2%	+$660K	4.94%	4
2025 Q1	$34.7M	Buy	+126,338	New	+$36.7M	33.16%	1
2024 Q4	–	Hold	0	–	–	–	1

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mallini Complete Financial Planning's VTI Position: Q2 2026 in Review

Mallini Complete Financial Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, selling an estimated $1.45M and leaving 129,847 shares worth $48M. The position accounts for 34.28% of the portfolio, ranked #1.

Mallini Complete Financial Planning first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 2,343 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mallini Complete Financial Planning held 129,847 shares of Vanguard Morningstar Total Stock Market ETF worth $48M as of Q2 2026.
Mallini Complete Financial Planning sold 4,063 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.45M.
Vanguard Morningstar Total Stock Market ETF made up 34.28% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #1 holding.
Mallini Complete Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
2,343 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.