Marotta Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Marotta Asset 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	$3.43M	Sell	9,282 -179	-2%	-$64K	0.57%	38
2026 Q1	$3.06M	Sell	9,461 -367	-4%	-$123K	0.56%	38
2025 Q4	$3.3M	Sell	9,828 -458	-4%	-$152K	0.61%	36
2025 Q3	$3.39M	Sell	10,286 -281	-3%	-$88.8K	0.64%	38
2025 Q2	$3.21M	Sell	10,567 -1,859	-15%	-$523K	0.64%	38
2025 Q1	$3.52M	Buy	12,426 +1,114	+10%	+$324K	0.69%	34
2024 Q4	$3.27M	Sell	11,312 -1,114	-9%	-$325K	0.68%	36
2024 Q3	$3.52M	Sell	12,426 -118	-0.9%	-$32.2K	0.69%	34
2024 Q2	$3.36M	Sell	12,544 -5,705	-31%	-$1.48M	0.7%	34
2024 Q1	$4.74M	Buy	18,249 +5,563	+44%	+$1.38M	0.98%	30
2023 Q4	$3.01M	Sell	12,686 -298	-2%	-$65.9K	0.65%	34
2023 Q3	$2.76M	Sell	12,984 -26	-0.2%	-$5.75K	0.64%	34
2023 Q2	$2.87M	Buy	+13,010	New	+$2.71M	0.64%	35
2022 Q4	$2.49M	Sell	13,023 -611	-4%	-$118K	0.6%	37
2022 Q3	$2.45M	Buy	13,634 +141	+1%	+$28.1K	0.64%	36
2022 Q2	$2.57M	Sell	13,493 -125	-0.9%	-$25.7K	0.63%	37
2022 Q1	$3.1M	Sell	13,618 -22	-0.2%	-$4.95K	0.72%	33
2021 Q4	$3.29M	Sell	13,640 -121	-0.9%	-$28.6K	0.75%	33
2021 Q3	$3.06M	Hold	13,761	–	–	0.74%	34
2021 Q2	$3.08M	Sell	13,761 -2,023	-13%	-$439K	0.74%	33
2021 Q1	$3.3M	Buy	15,784 +164	+1%	+$33.2K	0.84%	30
2020 Q4	$3.04M	Sell	15,620 -130	-0.8%	-$23.8K	0.8%	30
2020 Q3	$2.68M	Sell	15,750 -3,356	-18%	-$564K	0.81%	31
2020 Q2	$2.99M	Sell	19,106 -252	-1%	-$37.2K	0.96%	29
2020 Q1	$2.38M	Sell	19,358 -1,601	-8%	-$248K	0.92%	31
2019 Q4	$3.46M	Buy	+20,959	New	+$3.28M	1.06%	27

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

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

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

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

Marotta Asset Management's VTI Position: Q2 2026 in Review

Marotta Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $64K and leaving 9,282 shares worth $3.43M. The position accounts for 0.57% of the portfolio, ranked #38.

Marotta Asset Management first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.74M in Q1 2024. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Marotta Asset Management held 9,282 shares of Vanguard Morningstar Total Stock Market ETF worth $3.43M as of Q2 2026.
Marotta Asset Management sold 179 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $64K.
Vanguard Morningstar Total Stock Market ETF made up 0.57% of Marotta Asset Management's portfolio in Q2 2026, its #38 holding.
Marotta Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
Marotta Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.74M in Q1 2024.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.