MAM
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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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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. 2,097 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.
  • 2,097 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.