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

Marion 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
2025 Q4	–	Sell	-689	Closed	-$226K	–	146
2025 Q3	$226K	Buy	+689	New	+$218K	0.05%	124
2023 Q2	–	Sell	-3,608	Closed	-$736K	–	110
2023 Q1	$736K	Hold	3,608	–	–	0.27%	69
2022 Q4	$690K	Sell	3,608 -27	-0.7%	-$5.2K	0.29%	67
2022 Q3	$652K	Buy	3,635 +14	+0.4%	+$2.79K	0.33%	63
2022 Q2	$683K	Buy	3,621 +12	+0.3%	+$2.46K	0.36%	61
2022 Q1	$822K	Buy	3,609 +10	+0.3%	+$2.25K	0.4%	59
2021 Q4	$869K	Buy	+3,599	New	+$850K	0.41%	54

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Marion Wealth Management's VTI Position: Q4 2025 in Review

Marion Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 689 shares — an estimated $226K sold.

Marion Wealth Management first reported a position in VTI in Q4 2021 and held it in 7 quarters. The position peaked at $869K in Q4 2021. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Marion Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Marion Wealth Management sold 689 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $226K.
Marion Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 7 quarters.
Marion Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $869K in Q4 2021.
3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Marion Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.