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Martel Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Martel 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 		$870K Sell
2,352
-213
-8% -$76.2K 0.14% 29
2026
Q1 		$823K Buy
2,565
+11
+0.4% +$3.69K 0.14% 31
2025
Q4 		$856K Sell
2,554
-2
-0.1% -$665 0.15% 32
2025
Q3 		$839K Sell
2,556
-25
-1% -$7.9K 0.15% 33
2025
Q2 		$784K Buy
2,581
+471
+22% +$132K 0.15% 33
2025
Q1 		$580K Sell
2,110
-88
-4% -$25.6K 0.12% 39
2024
Q4 		$637K Sell
2,198
-39
-2% -$11.4K 0.12% 39
2024
Q3 		$633K Sell
2,237
-225
-9% -$61.4K 0.13% 32
2024
Q2 		$659K Sell
2,462
-59
-2% -$15.3K 0.14% 31
2024
Q1 		$655K Sell
2,521
-127
-5% -$31.4K 0.14% 32
2023
Q4 		$628K Sell
2,648
-37
-1% -$8.18K 0.14% 33
2023
Q3 		$570K Sell
2,685
-53
-2% -$11.7K 0.14% 32
2023
Q2 		$603K Sell
2,738
-6
-0.2% -$1.25K 0.15% 32
2023
Q1 		$560K Buy
2,744
+2
+0.1% +$400 0.14% 30
2022
Q4 		$524K Sell
2,742
-2,085
-43% -$402K 0.14% 33
2022
Q3 		$866K Buy
4,827
+2,028
+72% +$404K 0.25% 30
2022
Q2 		$528K Buy
2,799
+1,556
+125% +$320K 0.14% 34
2022
Q1 		$283K Sell
1,243
-179
-13% -$40.3K 0.07% 43
2021
Q4 		$343K Sell
1,422
-192
-12% -$45.3K 0.08% 40
2021
Q3 		$358K Buy
1,614
+3
+0.2% +$684 0.09% 39
2021
Q2 		$359K Sell
1,611
-159
-9% -$34.5K 0.09% 39
2021
Q1 		$366K Sell
1,770
-116
-6% -$23.5K 0.1% 37
2020
Q4 		$367K Buy
1,886
+152
+9% +$27.8K 0.11% 38
2020
Q3 		$295K Sell
1,734
-133
-7% -$22.4K 0.1% 38
2020
Q2 		$292K Buy
+1,867
New +$275K 0.1% 38

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Martel Wealth Advisors's VTI Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.3% in Q2 2026, selling an estimated $76.2K and leaving 2,352 shares worth $870K. The position accounts for 0.14% of the portfolio, ranked #29.

Martel Wealth Advisors first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Martel Wealth Advisors held 2,352 shares of Vanguard Morningstar Total Stock Market ETF worth $870K as of Q2 2026.
  • Martel Wealth Advisors sold 213 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $76.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Martel Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Martel Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.