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

McGlone Suttner 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	$3.26M	Buy	8,823 +7	+0.1%	+$2.5K	0.38%	28
2026 Q1	$2.83M	Buy	8,816 +93	+1%	+$31.2K	0.37%	29
2025 Q4	$2.92M	Buy	8,723 +873	+11%	+$290K	0.39%	25
2025 Q3	$2.58M	Buy	7,850 +3	+0%	+$948	0.36%	28
2025 Q2	$2.39M	Buy	7,847 +44	+0.6%	+$12.4K	0.36%	27
2025 Q1	$2.14M	Buy	7,803 +6	+0.1%	+$1.74K	0.35%	30
2024 Q4	$2.26M	Buy	7,797 +39	+0.5%	+$11.4K	0.38%	30
2024 Q3	$2.2M	Buy	7,758 +85	+1%	+$23.2K	0.46%	24
2024 Q2	$1.82M	Buy	7,673 +405	+6%	+$105K	0.37%	26
2024 Q1	$1.89M	Sell	7,268 -405	-5%	-$100K	0.35%	27
2023 Q4	$1.82M	Buy	7,673 +10	+0.1%	+$2.21K	0.36%	26
2023 Q3	$1.63M	Buy	7,663 +144	+2%	+$31.9K	0.38%	26
2023 Q2	$1.66M	Buy	7,519 +3	+0%	+$626	0.38%	28
2023 Q1	$1.53M	Buy	7,516 +3	+0%	+$601	0.39%	28
2022 Q4	$1.44M	Buy	+7,513	New	+$1.45M	0.46%	29

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

McGlone Suttner Wealth Management's VTI Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q2 2026, buying an estimated $2.5K and bringing the position to 8,823 shares worth $3.26M. The position accounts for 0.38% of the portfolio, ranked #28.

McGlone Suttner Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

McGlone Suttner Wealth Management held 8,823 shares of Vanguard Morningstar Total Stock Market ETF worth $3.26M as of Q2 2026.
McGlone Suttner Wealth Management bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.38% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #28 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.