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 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

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

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

Maltin Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 772 shares worth $286K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings. This is a return to the name: Maltin Wealth Management previously reported a position in VTI as recently as Q4 2023.

Maltin Wealth Management first reported a position in VTI in Q4 2019 and has held it in 8 quarters since. The position peaked at $410K in Q4 2023. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Maltin Wealth Management held 772 shares of Vanguard Morningstar Total Stock Market ETF worth $286K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Maltin Wealth Management position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Maltin Wealth Management's portfolio in Q2 2026, its #120 holding.
Maltin Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 8 quarters since.
Maltin Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $410K in Q4 2023.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.