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

Mascoma 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
2026 Q2	$72.2K	Hold	195	–	–	0.01%	158
2026 Q1	$62.6K	Hold	195	–	–	0.01%	168
2025 Q4	$65.4K	Hold	195	–	–	0.01%	159
2025 Q3	$64K	Hold	195	–	–	0.01%	174
2025 Q2	$59.3K	Hold	195	–	–	0.01%	172
2025 Q1	$53.6K	Sell	195 -253	-56%	-$73.5K	0.01%	179
2024 Q4	$130K	Sell	448 -104	-19%	-$30.3K	0.03%	120
2024 Q3	$156K	Buy	552 +514	+1,353%	+$140K	0.04%	108
2024 Q2	$10.2K	Sell	38 -68	-64%	-$17.6K	﹤0.01%	333
2024 Q1	$27.5K	Buy	106 +68	+179%	+$16.8K	0.01%	233
2023 Q4	$9.01K	Hold	38	–	–	﹤0.01%	326
2023 Q3	$8.07K	Hold	38	–	–	﹤0.01%	338
2023 Q2	$8.5K	Sell	38 -175	-82%	-$36.5K	﹤0.01%	333
2023 Q1	$43.9K	Sell	213 -54	-20%	-$10.8K	0.01%	249
2022 Q4	$51K	Hold	267	–	–	0.02%	227
2022 Q3	$48K	Hold	267	–	–	0.02%	231
2022 Q2	$50K	Hold	267	–	–	0.02%	237
2022 Q1	$61K	Hold	267	–	–	0.02%	237
2021 Q4	$64K	Hold	267	–	–	0.02%	199
2021 Q3	$59K	Buy	+267	New	+$60.9K	0.02%	189
2021 Q2	–	Sell	-267	Closed	-$55K	–	422
2021 Q1	$55K	Buy	+267	New	+$54K	0.02%	199
2019 Q3	–	Sell	-157	Closed	-$24K	–	330
2019 Q2	$24K	Hold	157	–	–	0.02%	218
2019 Q1	$23K	Buy	157 +54	+52%	+$7.53K	0.02%	214
2018 Q4	$13K	Hold	103	–	–	0.01%	243
2018 Q3	$15K	Hold	103	–	–	0.01%	262
2018 Q2	$14K	Hold	103	–	–	0.01%	257
2018 Q1	$14K	Hold	103	–	–	0.01%	251
2017 Q4	$15K	Hold	103	–	–	0.01%	235
2017 Q3	$13K	Hold	103	–	–	0.01%	267
2017 Q2	$13K	Sell	103 -611	-86%	-$75.3K	0.01%	269
2017 Q1	$87K	Hold	714	–	–	0.06%	108
2016 Q4	$82K	Buy	+714	New	+$80.3K	0.06%	114

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

Mascoma Wealth Management's VTI Position: Q2 2026 in Review

Mascoma Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 195 shares worth $72.2K. The position accounts for 0.01% of the portfolio, ranked #158.

Mascoma Wealth Management first reported a position in VTI in Q4 2016 and has held it in 32 quarters since. The position peaked at $156K in Q3 2024. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mascoma Wealth Management held 195 shares of Vanguard Morningstar Total Stock Market ETF worth $72.2K as of Q2 2026.
Mascoma Wealth Management 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 Mascoma Wealth Management's portfolio in Q2 2026, its #158 holding.
Mascoma Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 32 quarters since.
Mascoma Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $156K in Q3 2024.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.