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Mason Investment Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mason Investment Advisory Services’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
Q1 		$1.06M Buy
3,294
+11
+0.3% +$3.69K 0.05% 28
2025
Q4 		$1.1M Sell
3,283
-2
-0.1% -$665 0.05% 23
2025
Q3 		$1.08M Buy
3,285
+10
+0.3% +$3.16K 0.05% 26
2025
Q2 		$995K Hold
3,275
– – 0.05% 26
2025
Q1 		$900K Sell
3,275
-350
-10% -$102K 0.05% 25
2024
Q4 		$1.05M Buy
3,625
+209
+6% +$61K 0.06% 22
2024
Q3 		$967K Hold
3,416
– – 0.06% 21
2024
Q2 		$914K Hold
3,416
– – 0.06% 21
2024
Q1 		$888K Buy
3,416
+5
+0.1% +$1.24K 0.06% 22
2023
Q4 		$809K Sell
3,411
-160
-4% -$35.4K 0.06% 22
2023
Q3 		$759K Buy
3,571
+319
+10% +$70.6K 0.07% 21
2023
Q2 		$716K Sell
3,252
-230
-7% -$48K 0.06% 22
2023
Q1 		$711K Buy
3,482
+71
+2% +$14.2K 0.06% 20
2022
Q4 		$652K Buy
3,411
+371
+12% +$71.5K 0.07% 21
2022
Q3 		$546K Hold
3,040
– – 0.06% 22
2022
Q2 		$573K Buy
3,040
+2
+0.1% +$411 0.06% 25
2022
Q1 		$692K Hold
3,038
– – 0.06% 59
2021
Q4 		$733K Hold
3,038
– – 0.06% 60
2021
Q3 		$675K Hold
3,038
– – 0.07% 59
2021
Q2 		$677K Hold
3,038
– – 0.07% 59
2021
Q1 		$628K Hold
3,038
– – 0.07% 58
2020
Q4 		$591K Hold
3,038
– – 0.07% 60
2020
Q3 		$517K Hold
3,038
– – 0.07% 58
2020
Q2 		$476K Sell
3,038
-851
-22% -$125K 0.07% 59
2020
Q1 		$501K Sell
3,889
-179
-4% -$27.7K 0.08% 62
2019
Q4 		$666K Buy
+4,068
New +$637K 0.1% 64

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mason Investment Advisory Services's VTI Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.34% in Q1 2026, buying an estimated $3.69K and bringing the position to 3,294 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #28.

Mason Investment Advisory Services first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Mason Investment Advisory Services held 3,294 shares of Vanguard Morningstar Total Stock Market ETF worth $1.06M as of Q1 2026.
  • Mason Investment Advisory Services bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $3.69K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Mason Investment Advisory Services's portfolio in Q1 2026, its #28 holding.
  • Mason Investment Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Mason Investment Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.1M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.