MBE Wealth Management
VTI icon

MBE Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MBE Wealth Management’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 		$241K Sell
643
-85
-12% -$31.9K 0.08% 148
2026
Q2 		$269K Buy
+728
New +$260K 0.09% 133

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Rakuten Investment Management
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B 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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

MBE Wealth Management's VTI Position: Q3 2026 in Review

MBE Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q3 2026, selling an estimated $31.9K and leaving 643 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #148.

MBE Wealth Management first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. The position peaked at $269K in Q2 2026. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • MBE Wealth Management held 643 shares of Vanguard Morningstar Total Stock Market ETF worth $241K as of Q3 2026.
  • MBE Wealth Management sold 85 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $31.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of MBE Wealth Management's portfolio in Q3 2026, its #148 holding.
  • MBE Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • MBE Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $269K in Q2 2026.
  • 2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.