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

Maltin 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 Q3	$290K	Buy	774 +2	+0.3%	+$750	0.09%	124
2026 Q2	$286K	Buy	+772	New	+$276K	0.1%	120
2024 Q1	–	Sell	-1,729	Closed	-$410K	–	125
2023 Q4	$410K	Sell	1,729 -2	-0.1%	-$442	0.26%	78
2023 Q3	$368K	Buy	1,731 +2	+0.1%	+$443	0.26%	82
2023 Q2	$381K	Hold	1,729	–	–	0.27%	77
2023 Q1	$353K	Hold	1,729	–	–	0.25%	77
2022 Q4	$330K	Buy	1,729 +1	+0.1%	+$193	0.24%	77
2022 Q3	$310K	Buy	+1,728	New	+$344K	0.24%	86
2020 Q1	–	Sell	-37	Closed	-$6K	–	138
2019 Q4	$6K	Buy	+37	New	+$5.8K	﹤0.01%	109

Other funds holding VTI

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Maltin Wealth Management's VTI Position: Q3 2026 in Review

Maltin Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q3 2026, buying an estimated $750 and bringing the position to 774 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #124.

Maltin Wealth Management first reported a position in VTI in Q4 2019 and has held it in 9 quarters since. The position peaked at $410K in Q4 2023. 428 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Maltin Wealth Management held 774 shares of Vanguard Morningstar Total Stock Market ETF worth $290K as of Q3 2026.
Maltin Wealth Management bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $750.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Maltin Wealth Management's portfolio in Q3 2026, its #124 holding.
Maltin Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 9 quarters since.
Maltin Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $410K in Q4 2023.
428 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.