MB Generational Wealth’s Vanguard Morningstar 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 Q2	$2.03M	Sell	5,475 -327	-6%	-$117K	0.99%	22
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MB Generational Wealth's VTI Position: Q2 2026 in Review

MB Generational Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q2 2026, selling an estimated $117K and leaving 5,475 shares worth $2.03M. The position accounts for 0.99% of the portfolio, ranked #22.

MB Generational Wealth first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.13M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MB Generational Wealth held 5,475 shares of Vanguard Morningstar Total Stock Market ETF worth $2.03M as of Q2 2026.
MB Generational Wealth sold 327 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $117K.
Vanguard Morningstar Total Stock Market ETF made up 0.99% of MB Generational Wealth's portfolio in Q2 2026, its #22 holding.
MB Generational Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
MB Generational Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $2.13M in Q4 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.