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McAdam LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

McAdam LLC’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 		$3.29M Buy
8,888
+390
+5% +$139K 0.13% 79
2026
Q1 		$2.73M Buy
8,498
+136
+2% +$45.6K 0.12% 92
2025
Q4 		$2.8M Sell
8,362
-115
-1% -$38.3K 0.13% 88
2025
Q3 		$2.78M Sell
8,477
-384
-4% -$121K 0.14% 83
2025
Q2 		$2.69M Sell
8,861
-703
-7% -$198K 0.15% 77
2025
Q1 		$2.63M Sell
9,564
-3,169
-25% -$921K 0.16% 78
2024
Q4 		$3.69M Sell
12,733
-27,276
-68% -$7.96M 0.2% 68
2024
Q3 		$11.3M Buy
40,009
+1,692
+4% +$462K 0.64% 25
2024
Q2 		$10.3M Buy
38,317
+711
+2% +$184K 0.62% 26
2024
Q1 		$9.77M Sell
37,606
-695
-2% -$172K 0.63% 25
2023
Q4 		$9.09M Sell
38,301
-1,118
-3% -$247K 0.66% 27
2023
Q3 		$8.37M Buy
39,419
+24
+0.1% +$5.31K 0.69% 25
2023
Q2 		$8.68M Buy
39,395
+934
+2% +$195K 0.72% 26
2023
Q1 		$7.85M Buy
38,461
+5,247
+16% +$1.05M 0.71% 28
2022
Q4 		$8.02M Sell
33,214
-4,084
-11% -$787K 0.79% 25
2022
Q3 		$6.69M Buy
37,298
+448
+1% +$89.3K 0.73% 27
2022
Q2 		$6.95M Buy
36,850
+1,667
+5% +$342K 0.74% 26
2022
Q1 		$8.01M Buy
35,183
+1,969
+6% +$443K 0.76% 25
2021
Q4 		$8.02M Sell
33,214
-601
-2% -$142K 0.79% 25
2021
Q3 		$7.51M Sell
33,815
-1,288
-4% -$294K 0.83% 24
2021
Q2 		$8.01M Buy
35,103
+350
+1% +$76K 0.91% 23
2021
Q1 		$7.18M Buy
34,753
+652
+2% +$132K 1.01% 20
2020
Q4 		$6.75M Sell
34,101
-999
-3% -$183K 1.03% 21
2020
Q3 		$5.98M Sell
35,100
-1,303
-4% -$219K 1.14% 18
2020
Q2 		$5.7M Sell
36,403
-3,533
-9% -$521K 1.21% 18
2020
Q1 		$5.15M Sell
39,936
-5,788
-13% -$895K 1.38% 16
2019
Q4 		$7.48M Sell
45,724
-9,155
-17% -$1.43M 1.81% 14
2019
Q3 		$8.29M Sell
54,879
-624
-1% -$94.1K 2.26% 13
2019
Q2 		$8.33M Buy
55,503
+3,428
+7% +$505K 2.49% 12
2019
Q1 		$7.54M Buy
52,075
+6,271
+14% +$875K 2.5% 12
2018
Q4 		$5.85M Buy
45,804
+13,742
+43% +$1.9M 2.31% 12
2018
Q3 		$4.8M Buy
32,062
+9,758
+44% +$1.44M 1.76% 16
2018
Q2 		$3.13M Buy
22,304
+9,647
+76% +$1.35M 1.27% 21
2018
Q1 		$1.72M Buy
12,657
+9,120
+258% +$1.28M 0.79% 22
2017
Q4 		$458K Hold
3,537
– – 0.32% 31
2017
Q3 		$458K Sell
3,537
-45
-1% -$5.7K 0.32% 31
2017
Q2 		$446K Buy
3,582
+12
+0.3% +$1.48K 0.36% 29
2017
Q1 		$433K Buy
3,570
+287
+9% +$34.4K 0.41% 30
2016
Q4 		$379K Buy
+3,283
New +$369K 0.38% 29

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McAdam LLC's VTI Position: Q2 2026 in Review

McAdam LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q2 2026, buying an estimated $139K and bringing the position to 8,888 shares worth $3.29M. The position accounts for 0.13% of the portfolio, ranked #79.

McAdam LLC first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.3M in Q3 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • McAdam LLC held 8,888 shares of Vanguard Morningstar Total Stock Market ETF worth $3.29M as of Q2 2026.
  • McAdam LLC bought 390 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of McAdam LLC's portfolio in Q2 2026, its #79 holding.
  • McAdam LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • McAdam LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $11.3M in Q3 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.