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Marino Stram & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Marino Stram & Associates’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 		$7.73M Buy
20,882
+2,319
+12% +$829K 1.23% 12
2026
Q1 		$5.96M Buy
18,563
+1,075
+6% +$361K 1.07% 13
2025
Q4 		$5.86M Buy
17,488
+1,816
+12% +$604K 1.06% 14
2025
Q3 		$5.14M Buy
15,672
+821
+6% +$259K 0.93% 19
2025
Q2 		$4.51M Buy
14,851
+2,257
+18% +$635K 0.91% 18
2025
Q1 		$3.46M Buy
12,594
+1,262
+11% +$367K 0.77% 19
2024
Q4 		$3.28M Buy
11,332
+2,409
+27% +$703K 0.73% 23
2024
Q3 		$2.53M Buy
8,923
+449
+5% +$122K 0.56% 33
2024
Q2 		$2.27M Buy
8,474
+538
+7% +$139K 0.55% 35
2024
Q1 		$2.06M Buy
7,936
+1,022
+15% +$253K 0.49% 38
2023
Q4 		$1.64M Buy
6,914
+2,758
+66% +$610K 0.42% 40
2023
Q3 		$883K Buy
4,156
+698
+20% +$155K 0.26% 59
2023
Q2 		$762K Buy
3,458
+1,025
+42% +$214K 0.22% 73
2023
Q1 		$496K Buy
2,433
+59
+2% +$11.8K 0.15% 96
2022
Q4 		$454K Buy
2,374
+14
+0.6% +$2.7K 0.14% 102
2022
Q3 		$424K Buy
2,360
+139
+6% +$27.7K 0.15% 95
2022
Q2 		$419K Buy
2,221
+476
+27% +$97.8K 0.15% 104
2022
Q1 		$397K Buy
1,745
+357
+26% +$80.3K 0.13% 110
2021
Q4 		$335K Buy
1,388
+7
+0.5% +$1.65K 0.1% 120
2021
Q3 		$307K Buy
1,381
+94
+7% +$21.4K 0.11% 120
2021
Q2 		$287K Sell
1,287
-93
-7% -$20.2K 0.07% 214
2021
Q1 		$285K Buy
1,380
+90
+7% +$18.2K 0.11% 113
2020
Q4 		$251K Hold
1,290
– – 0.11% 108
2020
Q3 		$220K Buy
+1,290
New +$217K 0.12% 103
2020
Q1 		– Sell
-4,152
Closed -$679K – 103
2019
Q4 		$679K Sell
4,152
-30
-0.7% -$4.7K 0.44% 43
2019
Q3 		$632K Buy
4,182
+3
+0.1% +$452 0.45% 41
2019
Q2 		$627K Sell
4,179
-50
-1% -$7.36K 0.46% 40
2019
Q1 		$612K Buy
4,229
+780
+23% +$109K 0.44% 40
2018
Q4 		$440K Sell
3,449
-400
-10% -$55.2K 0.38% 47
2018
Q3 		$576K Buy
3,849
+64
+2% +$9.42K 0.46% 43
2018
Q2 		$532K Buy
3,785
+1,933
+104% +$270K 0.47% 43
2018
Q1 		$426K Sell
1,852
-446
-19% -$62.5K 0.39% 51
2017
Q4 		$315K Buy
+2,298
New +$308K 0.29% 58

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Marino Stram & Associates's VTI Position: Q2 2026 in Review

Marino Stram & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $829K and bringing the position to 20,882 shares worth $7.73M. The position accounts for 1.23% of the portfolio, ranked #12.

Marino Stram & Associates first reported a position in VTI in Q4 2017 and has held it in 33 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Marino Stram & Associates held 20,882 shares of Vanguard Morningstar Total Stock Market ETF worth $7.73M as of Q2 2026.
  • Marino Stram & Associates bought 2,319 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $829K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.23% of Marino Stram & Associates's portfolio in Q2 2026, its #12 holding.
  • Marino Stram & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 33 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.