Mason & Associates (Virginia)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mason & Associates (Virginia)’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	$904K	Buy	2,442 +542	+29%	+$194K	0.19%	23
2026 Q1	$610K	Buy	1,900 +1	+0.1%	+$336	0.14%	27
2025 Q4	$637K	Sell	1,899 -165	-8%	-$54.9K	0.14%	24
2025 Q3	$627K	Hold	2,064	–	–	0.16%	24
2025 Q2	$627K	Sell	2,064 -41	-2%	-$11.5K	0.16%	24
2025 Q1	$579K	Sell	2,105 -644	-23%	-$187K	0.17%	22
2024 Q4	$797K	Sell	2,749 -15	-0.5%	-$4.38K	0.24%	19
2024 Q3	$783K	Sell	2,764 -29	-1%	-$7.91K	0.24%	19
2024 Q2	$747K	Sell	2,793 -10,985	-80%	-$2.84M	0.25%	18
2024 Q1	$3.58M	Buy	+13,778	New	+$3.41M	2.73%	7

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

Mason & Associates (Virginia)'s VTI Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 29% in Q2 2026, buying an estimated $194K and bringing the position to 2,442 shares worth $904K. The position accounts for 0.19% of the portfolio, ranked #23.

Mason & Associates (Virginia) first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.58M in Q1 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mason & Associates (Virginia) held 2,442 shares of Vanguard Morningstar Total Stock Market ETF worth $904K as of Q2 2026.
Mason & Associates (Virginia) bought 542 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $194K.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #23 holding.
Mason & Associates (Virginia) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Mason & Associates (Virginia)'s Vanguard Morningstar Total Stock Market ETF position peaked at $3.58M in Q1 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.