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

Maridea 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 		$2.1M Buy
5,676
+3,017
+113% +$1.08M 0.23% 106
2026
Q1 		$853K Buy
2,659
+74
+3% +$24.8K 0.12% 175
2025
Q4 		$867K Sell
2,585
-292
-10% -$97.1K 0.13% 167
2025
Q3 		$952K Buy
2,877
+473
+20% +$149K 0.15% 147
2025
Q2 		$731K Sell
2,404
-16,125
-87% -$4.54M 0.19% 104
2025
Q1 		$5.09M Buy
18,529
+428
+2% +$124K 1.66% 11
2024
Q4 		$5.25M Buy
+18,101
New +$5.28M 1.69% 12

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

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

Maridea Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 113% in Q2 2026, buying an estimated $1.08M and bringing the position to 5,676 shares worth $2.1M. The position accounts for 0.23% of the portfolio, ranked #106.

Maridea Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.25M in Q4 2024. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Maridea Wealth Management held 5,676 shares of Vanguard Morningstar Total Stock Market ETF worth $2.1M as of Q2 2026.
  • Maridea Wealth Management bought 3,017 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.08M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Maridea Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Maridea Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $5.25M in Q4 2024.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.