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 Q2	$269K	Buy	+728	New	+$260K	0.09%	133

Other funds holding VTI

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

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MBE Wealth Management's VTI Position: Q2 2026 in Review

MBE Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 728 shares worth $269K. The stake represents 0.09% of the portfolio and ranks #133 among its holdings.

1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MBE Wealth Management held 728 shares of Vanguard Morningstar Total Stock Market ETF worth $269K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new MBE Wealth Management position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of MBE Wealth Management's portfolio in Q2 2026, its #133 holding.
1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.