MB Generational Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

MB Generational Wealth’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	$1.86M	Sell	5,802 -565	-9%	-$190K	1.03%	21
2025 Q4	$2.13M	Hold	6,367	–	–	1.13%	18
2025 Q3	$2.09M	Buy	+6,367	New	+$2.01M	1.33%	14
2025 Q1	$1.75M	Hold	6,367	–	–	1.31%	13
2024 Q4	$1.85M	Hold	6,367	–	–	1.35%	14
2024 Q3	$1.8M	Hold	6,367	–	–	1.3%	13
2024 Q2	$1.7M	Buy	6,367 +2,648	+71%	+$685K	1.32%	13
2024 Q1	$1.65M	Sell	3,719 -2,647	-42%	-$655K	1.3%	13
2023 Q4	$1.51M	Buy	+6,366	New	+$1.41M	1.42%	12

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MB Generational Wealth's VTI Position: Q1 2026 in Review

MB Generational Wealth reduced its Vanguard Total Stock Market ETF (VTI) stake by 8.9% in Q1 2026, selling an estimated $190K and leaving 5,802 shares worth $1.86M. The position accounts for 1.03% of the portfolio, ranked #21.

MB Generational Wealth first reported a position in VTI in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.13M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

MB Generational Wealth held 5,802 shares of Vanguard Total Stock Market ETF worth $1.86M as of Q1 2026.
MB Generational Wealth sold 565 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $190K.
Vanguard Total Stock Market ETF made up 1.03% of MB Generational Wealth's portfolio in Q1 2026, its #21 holding.
MB Generational Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's Vanguard Total Stock Market ETF position peaked at $2.13M in Q4 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.