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

MBL 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 		$2.19M Sell
5,930
-9
-0.2% -$3.22K 0.15% 84
2026
Q1 		$1.91M Sell
5,939
-650
-10% -$218K 0.14% 87
2025
Q4 		$2.21M Sell
6,589
-400
-6% -$133K 0.18% 79
2025
Q3 		$2.29M Sell
6,989
-605
-8% -$191K 0.2% 73
2025
Q2 		$2.31M Sell
7,594
-5,168
-40% -$1.45M 0.22% 71
2025
Q1 		$3.51M Sell
12,762
-1,129
-8% -$328K 0.35% 52
2024
Q4 		$4.03M Buy
13,891
+13,020
+1,495% +$3.8M 0.4% 49
2024
Q3 		$247K Hold
871
– – 0.03% 178
2024
Q2 		$233K Sell
871
-29
-3% -$7.51K 0.03% 182
2024
Q1 		$234K Buy
+900
New +$223K 0.03% 175
2023
Q4 		– Sell
-1,180
Closed -$251K – 198
2023
Q3 		$251K Sell
1,180
-263
-18% -$58.2K 0.04% 148
2023
Q2 		$318K Buy
1,443
+363
+34% +$75.7K 0.04% 130
2023
Q1 		$220K Sell
1,080
-178
-14% -$35.6K 0.03% 144
2022
Q4 		$241K Sell
1,258
-750
-37% -$145K 0.05% 143
2022
Q3 		$360K Hold
2,008
– – 0.08% 113
2022
Q2 		$379K Buy
+2,008
New +$413K 0.09% 106
2021
Q1 		$579K Hold
2,802
– – 0.2% 75
2020
Q4 		$545K Buy
+2,802
New +$512K 0.22% 68

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
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
SOAM
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MBL Wealth's VTI Position: Q2 2026 in Review

MBL Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q2 2026, selling an estimated $3.22K and leaving 5,930 shares worth $2.19M. The position accounts for 0.15% of the portfolio, ranked #84.

MBL Wealth first reported a position in VTI in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.03M in Q4 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MBL Wealth held 5,930 shares of Vanguard Morningstar Total Stock Market ETF worth $2.19M as of Q2 2026.
  • MBL Wealth sold 9 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of MBL Wealth's portfolio in Q2 2026, its #84 holding.
  • MBL Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
  • MBL Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $4.03M in Q4 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.