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Mayfair Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mayfair Advisory Group’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 		$4.53M Buy
12,429
+56
+0.5% +$20K 1.37% 18
2026
Q1 		$3.97M Buy
12,373
+83
+0.7% +$27.8K 1.39% 17
2025
Q4 		$4.13M Buy
12,290
+853
+7% +$284K 1.61% 15
2025
Q3 		$3.75M Sell
11,437
-11
-0.1% -$3.48K 1.61% 13
2025
Q2 		$3.58M Buy
11,448
+327
+3% +$92K 1.69% 11
2025
Q1 		$3.06M Buy
11,121
+82
+0.7% +$23.8K 1.76% 13
2024
Q4 		$3.2M Buy
11,039
+68
+0.6% +$19.8K 1.88% 11
2024
Q3 		$3.1M Buy
10,971
+46
+0.4% +$12.5K 1.96% 12
2024
Q2 		$3.01M Buy
10,925
+65
+0.6% +$16.8K 2.04% 10
2024
Q1 		$2.82M Buy
10,860
+2,242
+26% +$555K 2.05% 10
2023
Q4 		$2.03M Buy
8,618
+150
+2% +$33.2K 1.73% 12
2023
Q3 		$1.83M Buy
8,468
+88
+1% +$19.5K 1.76% 12
2023
Q2 		$1.83M Buy
8,380
+210
+3% +$43.8K 1.82% 12
2023
Q1 		$1.68M Buy
8,170
+3,362
+70% +$673K 1.82% 12
2022
Q4 		$933K Sell
4,808
-2,350
-33% -$453K 1.19% 23
2022
Q3 		$1.32M Buy
7,158
+1,689
+31% +$337K 1.86% 11
2022
Q2 		$1.13M Sell
5,469
-734
-12% -$151K 1.49% 14
2022
Q1 		$1.42M Buy
6,203
+304
+5% +$68.4K 1.82% 11
2021
Q4 		$1.4M Buy
5,899
+2,809
+91% +$663K 1.86% 10
2021
Q3 		$685K Sell
3,090
-100
-3% -$22.8K 1.05% 22
2021
Q2 		$711K Sell
3,190
-2
-0.1% -$434 1.13% 20
2021
Q1 		$668K Hold
3,192
– – 1.19% 22
2020
Q4 		$621K Buy
3,192
+1
+0% +$183 1.22% 22
2020
Q3 		$543K Hold
3,191
– – 1.4% 19
2020
Q2 		$499K Sell
3,191
-22
-0.7% -$3.24K 1.61% 16
2020
Q1 		$414K Buy
3,213
+75
+2% +$11.6K 1.88% 15
2019
Q4 		$513K Buy
+3,138
New +$492K 1.58% 16

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mayfair Advisory Group's VTI Position: Q2 2026 in Review

Mayfair Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.45% in Q2 2026, buying an estimated $20K and bringing the position to 12,429 shares worth $4.53M. The position accounts for 1.37% of the portfolio, ranked #18.

Mayfair Advisory Group first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mayfair Advisory Group held 12,429 shares of Vanguard Morningstar Total Stock Market ETF worth $4.53M as of Q2 2026.
  • Mayfair Advisory Group bought 56 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.37% of Mayfair Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Mayfair Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.