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Measured Wealth Private Client Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Measured Wealth Private Client Group’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 		$1.74M Buy
4,695
+279
+6% +$99.8K 0.42% 37
2026
Q1 		$1.42M Sell
4,416
-15
-0.3% -$5.03K 0.39% 36
2025
Q4 		$1.49M Sell
4,431
-633
-13% -$211K 0.39% 36
2025
Q3 		$1.66M Sell
5,064
-103
-2% -$32.5K 0.45% 29
2025
Q2 		$1.57M Sell
5,167
-15
-0.3% -$4.22K 0.47% 31
2025
Q1 		$1.42M Sell
5,182
-1,011
-16% -$294K 0.46% 30
2024
Q4 		$1.79M Buy
6,193
+1,326
+27% +$387K 0.58% 27
2024
Q3 		$1.38M Buy
4,867
+67
+1% +$18.3K 0.46% 30
2024
Q2 		$1.28M Sell
4,800
-497
-9% -$129K 0.45% 28
2024
Q1 		$1.38M Sell
5,297
-352
-6% -$87.1K 0.48% 25
2023
Q4 		$1.34M Buy
5,649
+124
+2% +$27.4K 0.49% 24
2023
Q3 		$1.17M Sell
5,525
-389
-7% -$86.1K 0.47% 30
2023
Q2 		$1.3M Sell
5,914
-26
-0.4% -$5.42K 0.49% 24
2023
Q1 		$1.21M Buy
5,940
+398
+7% +$79.7K 0.47% 30
2022
Q4 		$1.06M Buy
5,542
+25
+0.5% +$4.82K 0.44% 34
2022
Q3 		$990K Hold
5,517
– – 0.44% 34
2022
Q2 		$1.04M Sell
5,517
-2,654
-32% -$545K 0.46% 32
2022
Q1 		$1.86M Sell
8,171
-912
-10% -$205K 0.68% 19
2021
Q4 		$2.19M Sell
9,083
-63
-0.7% -$14.9K 0.78% 19
2021
Q3 		$2.03M Sell
9,146
-1,586
-15% -$362K 0.78% 23
2021
Q2 		$2.39M Hold
10,732
– – 0.76% 24
2021
Q1 		$2.22M Sell
10,732
-155
-1% -$31.4K 0.79% 23
2020
Q4 		$2.12M Buy
10,887
+2
+0% +$366 0.88% 18
2020
Q3 		$1.85M Sell
10,885
-301
-3% -$50.6K 0.9% 18
2020
Q2 		$1.75M Buy
11,186
+4
+0% +$590 1.02% 14
2020
Q1 		$1.44M Buy
11,182
+715
+7% +$111K 1.12% 17
2019
Q4 		$1.71M Sell
10,467
-1,314
-11% -$206K 1.14% 15
2019
Q3 		$1.78M Sell
11,781
-22,109
-65% -$3.33M 1.15% 19
2019
Q2 		$5.09M Sell
33,890
-494
-1% -$72.8K 2.94% 6
2019
Q1 		$4.98M Buy
34,384
+1,018
+3% +$142K 3.07% 6
2018
Q4 		$4.26M Buy
33,366
+1,658
+5% +$229K 3.86% 6
2018
Q3 		$4.74M Buy
31,708
+2,130
+7% +$313K 2.85% 6
2018
Q2 		$4.15M Buy
+29,578
New +$4.13M 3.38% 6
2017
Q3 		$3.32M Buy
+25,664
New +$3.25M 4.54% 6

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

Measured Wealth Private Client Group's VTI Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.3% in Q2 2026, buying an estimated $99.8K and bringing the position to 4,695 shares worth $1.74M. The position accounts for 0.42% of the portfolio, ranked #37.

Measured Wealth Private Client Group first reported a position in VTI in Q3 2017 and has held it in 34 quarters since. The position peaked at $5.09M in Q2 2019. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Measured Wealth Private Client Group held 4,695 shares of Vanguard Morningstar Total Stock Market ETF worth $1.74M as of Q2 2026.
  • Measured Wealth Private Client Group bought 279 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $99.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.42% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #37 holding.
  • Measured Wealth Private Client Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 34 quarters since.
  • Measured Wealth Private Client Group's Vanguard Morningstar Total Stock Market ETF position peaked at $5.09M in Q2 2019.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.