Marshall & Sterling Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Marshall & Sterling Wealth Advisors’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	$3.94K	Hold	11	–	–	﹤0.01%	279
2026 Q1	$3.41K	Hold	11	–	–	﹤0.01%	273
2025 Q4	$3.56K	Sell	11 -147	-93%	-$48.9K	﹤0.01%	274
2025 Q3	$51.7K	Hold	158	–	–	0.03%	170
2025 Q2	$47.9K	Hold	158	–	–	0.03%	169
2025 Q1	$43.3K	Buy	158 +114	+259%	+$33.1K	0.03%	172
2024 Q4	$12.6K	Buy	+44	New	+$12.8K	0.01%	220

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

Marshall & Sterling Wealth Advisors's VTI Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 11 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Marshall & Sterling Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.7K in Q3 2025. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Marshall & Sterling Wealth Advisors held 11 shares of Vanguard Morningstar Total Stock Market ETF worth $3.94K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #279 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $51.7K in Q3 2025.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.