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Marco Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Marco Investment 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 		$895K Sell
2,419
-299
-11% -$107K 0.06% 126
2026
Q1 		$872K Buy
2,718
+268
+11% +$89.9K 0.07% 122
2025
Q4 		$821K Hold
2,450
– – 0.06% 125
2025
Q3 		$804K Buy
2,450
+99
+4% +$31.3K 0.06% 123
2025
Q2 		$715K Buy
2,351
+89
+4% +$25K 0.06% 128
2025
Q1 		$622K Buy
2,262
+35
+2% +$10.2K 0.06% 133
2024
Q4 		$645K Sell
2,227
-1,226
-36% -$358K 0.06% 135
2024
Q3 		$978K Buy
3,453
+1,189
+53% +$324K 0.08% 118
2024
Q2 		$606K Hold
2,264
– – 0.06% 134
2024
Q1 		$588K Buy
2,264
+637
+39% +$158K 0.06% 136
2023
Q4 		$386K Buy
1,627
+175
+12% +$38.7K 0.04% 150
2023
Q3 		$308K Buy
1,452
+45
+3% +$9.96K 0.04% 156
2023
Q2 		$310K Sell
1,407
-150
-10% -$31.3K 0.03% 159
2023
Q1 		$318K Hold
1,557
– – 0.04% 159
2022
Q4 		$298K Sell
1,557
-150
-9% -$28.9K 0.03% 163
2022
Q3 		$306K Hold
1,707
– – 0.04% 157
2022
Q2 		$322K Hold
1,707
– – 0.04% 161
2022
Q1 		$389K Hold
1,707
– – 0.04% 160
2021
Q4 		$412K Sell
1,707
-400
-19% -$94.4K 0.04% 159
2021
Q3 		$468K Hold
2,107
– – 0.05% 151
2021
Q2 		$469K Sell
2,107
-403
-16% -$87.5K 0.05% 148
2021
Q1 		$519K Sell
2,510
-175
-7% -$35.4K 0.07% 135
2020
Q4 		$523K Buy
2,685
+1,278
+91% +$234K 0.08% 128
2020
Q3 		$240K Hold
1,407
– – 0.04% 153
2020
Q2 		$220K Buy
+1,407
New +$207K 0.04% 152
2020
Q1 		– Sell
-1,226
Closed -$201K – 177
2019
Q4 		$201K Buy
+1,226
New +$192K 0.03% 172

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marco Investment Management's VTI Position: Q2 2026 in Review

Marco Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $107K and leaving 2,419 shares worth $895K. The position accounts for 0.06% of the portfolio, ranked #126.

Marco Investment Management first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $978K in Q3 2024. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Marco Investment Management held 2,419 shares of Vanguard Morningstar Total Stock Market ETF worth $895K as of Q2 2026.
  • Marco Investment Management sold 299 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Marco Investment Management's portfolio in Q2 2026, its #126 holding.
  • Marco Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Marco Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $978K in Q3 2024.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.