Mayfair Advisory Group
VTI icon

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
Q3 		$4.68M Buy
12,497
+68
+0.5% +$25.5K 1.36% 18
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B 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
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Mayfair Advisory Group's VTI Position: Q3 2026 in Review

Mayfair Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.55% in Q3 2026, buying an estimated $25.5K and bringing the position to 12,497 shares worth $4.68M. The position accounts for 1.36% of the portfolio, ranked #18.

Mayfair Advisory Group first reported a position in VTI in Q4 2019 and has held it in 28 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Mayfair Advisory Group held 12,497 shares of Vanguard Morningstar Total Stock Market ETF worth $4.68M as of Q3 2026.
  • Mayfair Advisory Group bought 68 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $25.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.36% of Mayfair Advisory Group's portfolio in Q3 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 28 quarters since.
  • 1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.