MB, Levis & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MB, Levis & Associates’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	$92.9K	Buy	251 +1	+0.4%	+$358	0.03%	89
2026 Q1	$80.3K	Buy	250 +51	+26%	+$17.1K	0.03%	90
2025 Q4	$66.6K	Buy	199 +2	+1%	+$665	0.03%	97
2025 Q3	$64.8K	Buy	197 +16	+9%	+$5.05K	0.03%	96
2025 Q2	$55K	Buy	181 +5	+3%	+$1.41K	0.02%	118
2025 Q1	$48.3K	Buy	176 +109	+163%	+$31.7K	0.02%	123
2024 Q4	$19.5K	Hold	67	–	–	0.01%	160
2024 Q3	$18.9K	Buy	67 +3	+5%	+$818	0.01%	163
2024 Q2	$17K	Hold	64	–	–	0.01%	166
2024 Q1	$16.5K	Buy	64 +1	+2%	+$247	0.01%	164
2023 Q4	$15K	Sell	63 -136	-68%	-$30.1K	0.01%	168
2023 Q3	$42.3K	Buy	199 +1	+0.5%	+$221	0.03%	119
2023 Q2	$43.7K	Buy	198 +1	+0.5%	+$209	0.03%	122
2023 Q1	$40.1K	Buy	197 +1	+0.5%	+$200	0.03%	124
2022 Q4	$37.4K	Buy	+196	New	+$37.8K	0.03%	119

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, Levis & Associates's VTI Position: Q2 2026 in Review

MB, Levis & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.4% in Q2 2026, buying an estimated $358 and bringing the position to 251 shares worth $92.9K. The position accounts for 0.03% of the portfolio, ranked #89.

MB, Levis & Associates first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MB, Levis & Associates held 251 shares of Vanguard Morningstar Total Stock Market ETF worth $92.9K as of Q2 2026.
MB, Levis & Associates bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of MB, Levis & Associates's portfolio in Q2 2026, its #89 holding.
MB, Levis & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.