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

Marietta 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 		$960K Buy
2,594
+50
+2% +$17.9K 0.1% 92
2026
Q1 		$816K Hold
2,544
– – 0.1% 94
2025
Q4 		$853K Hold
2,544
– – 0.1% 92
2025
Q3 		$835K Hold
2,544
– – 0.1% 91
2025
Q2 		$773K Hold
2,544
– – 0.1% 91
2025
Q1 		$699K Hold
2,544
– – 0.1% 91
2024
Q4 		$737K Sell
2,544
-144
-5% -$42K 0.11% 88
2024
Q3 		$761K Buy
2,688
+144
+6% +$39.3K 0.11% 90
2024
Q2 		$681K Sell
2,544
-62
-2% -$16K 0.11% 89
2024
Q1 		$677K Sell
2,606
-109
-4% -$27K 0.11% 89
2023
Q4 		$644K Hold
2,715
– – 0.11% 90
2023
Q3 		$577K Sell
2,715
-55
-2% -$12.2K 0.11% 90
2023
Q2 		$610K Sell
2,770
-3,010
-52% -$628K 0.12% 94
2023
Q1 		$1.18M Buy
5,780
+2,890
+100% +$579K 0.25% 86
2022
Q4 		$553K Hold
2,890
– – 0.13% 94
2022
Q3 		$519K Hold
2,890
– – 0.13% 90
2022
Q2 		$545K Hold
2,890
– – 0.13% 89
2022
Q1 		$658K Buy
2,890
+1,575
+120% +$354K 0.14% 88
2021
Q4 		$317K Hold
1,315
– – 0.06% 107
2021
Q3 		$292K Hold
1,315
– – 0.06% 106
2021
Q2 		$293K Hold
1,315
– – 0.07% 108
2021
Q1 		$272K Buy
1,315
+45
+4% +$9.11K 0.07% 107
2020
Q4 		$247K Hold
1,270
– – 0.07% 104
2020
Q3 		$216K Sell
1,270
-93
-7% -$15.6K 0.07% 99
2020
Q2 		$213K Buy
+1,363
New +$201K 0.07% 109
2020
Q1 		– Sell
-1,363
Closed -$223K – 124
2019
Q4 		$223K Sell
1,363
-112
-8% -$17.5K 0.07% 113
2019
Q3 		$223K Buy
+1,475
New +$222K 0.08% 115
2017
Q1 		– Sell
-12,643
Closed -$1.46M – 124
2016
Q4 		$1.46M Buy
+12,643
New +$1.42M 1.17% 32

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

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

Marietta Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,594 shares worth $960K. The position accounts for 0.1% of the portfolio, ranked #92.

Marietta Wealth Management first reported a position in VTI in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.46M in Q4 2016. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Marietta Wealth Management held 2,594 shares of Vanguard Morningstar Total Stock Market ETF worth $960K as of Q2 2026.
  • Marietta Wealth Management bought 50 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Marietta Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Marietta Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 28 quarters since.
  • Marietta Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.46M in Q4 2016.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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