MASECO Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MASECO Private Wealth’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	$6.13M	Sell	16,565 -622	-4%	-$222K	0.17%	33
2026 Q1	$5.52M	Buy	17,187 +1,947	+13%	+$653K	0.17%	33
2025 Q4	$5.11M	Buy	+15,240	New	+$5.07M	0.22%	28
2025 Q3	–	Sell	-10,908	Closed	-$3.32M	–	515
2025 Q2	$3.32M	Buy	+10,908	New	+$3.07M	0.13%	39

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

MASECO Private Wealth's VTI Position: Q2 2026 in Review

MASECO Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, selling an estimated $222K and leaving 16,565 shares worth $6.13M. The position accounts for 0.17% of the portfolio, ranked #33.

MASECO Private Wealth first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MASECO Private Wealth held 16,565 shares of Vanguard Morningstar Total Stock Market ETF worth $6.13M as of Q2 2026.
MASECO Private Wealth sold 622 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $222K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of MASECO Private Wealth's portfolio in Q2 2026, its #33 holding.
MASECO Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.