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Matthew Hamilton Rosenberg’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$52.1M Sell
139,230
-833
-0.6% -$312K 9.33% 2
2026
Q2 		$51.8M Sell
140,063
-1,398
-1% -$500K 9.66% 2
2026
Q1 		$45.4M Sell
141,461
-2,450
-2% -$822K 9.3% 2
2025
Q4 		$48.2M Sell
143,911
-2,006
-1% -$667K 9.99% 2
2025
Q3 		$47.9M Sell
145,917
-10,347
-7% -$3.27M 10.35% 2
2025
Q2 		$47.5M Buy
156,264
+5,727
+4% +$1.61M 11.05% 2
2025
Q1 		$41.4M Sell
150,537
-3,231
-2% -$939K 10.38% 2
2024
Q4 		$44.6M Sell
153,768
-3,444
-2% -$1M 11.58% 2
2024
Q3 		$44.5M Buy
157,212
+15,773
+11% +$4.3M 11.65% 1
2024
Q2 		$37.9M Sell
141,439
-17,461
-11% -$4.52M 11.2% 1
2024
Q1 		$41.3M Sell
158,900
-2,746
-2% -$679K 11.92% 1
2023
Q4 		$38.3M Buy
161,646
+513
+0.3% +$113K 11.8% 1
2023
Q3 		$34.2M Sell
161,133
-622
-0.4% -$138K 11.4% 1
2023
Q2 		$35.6M Sell
161,755
-7,507
-4% -$1.57M 12.05% 1
2023
Q1 		$34.5M Sell
169,262
-790
-0.5% -$158K 11.15% 1
2022
Q4 		$32.5M Buy
170,052
+5,078
+3% +$979K 11.02% 1
2022
Q3 		$29.6M Buy
164,974
+3,568
+2% +$711K 11.45% 1
2022
Q2 		$30.8M Buy
161,406
+1,454
+0.9% +$299K 11.6% 1
2022
Q1 		$36.4M Buy
159,952
+25,014
+19% +$5.63M 12.74% 1
2021
Q4 		$32.6M Buy
134,938
+18,273
+16% +$4.31M 11.6% 1
2021
Q3 		$25.9M Buy
116,665
+1,987
+2% +$453K 10.23% 1
2021
Q2 		$25.6M Buy
114,678
+1,059
+0.9% +$230K 13.3% 1
2021
Q1 		$23.5M Buy
113,619
+5,502
+5% +$1.11M 13.4% 1
2020
Q4 		$21M Buy
108,117
+2,164
+2% +$396K 13.13% 1
2020
Q3 		$18M Buy
105,953
+2,318
+2% +$390K 13.26% 1
2020
Q2 		$16.2M Buy
103,635
+16,822
+19% +$2.48M 12.92% 1
2020
Q1 		$11.2M Buy
+86,813
New +$13.4M 11.13% 2

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's VTI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.59% in Q3 2026, selling an estimated $312K and leaving 139,230 shares worth $52.1M. The position accounts for 9.33% of the portfolio, ranked #2.

Matthew Hamilton Rosenberg first reported a position in VTI in Q1 2020 and has held it in 27 quarters since. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Matthew Hamilton Rosenberg held 139,230 shares of Vanguard Morningstar Total Stock Market ETF worth $52.1M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 833 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $312K.
  • Vanguard Morningstar Total Stock Market ETF made up 9.33% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #2 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 27 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.