Mechanics Financial Corp’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mechanics Financial Corp’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	$37K	Hold	100	–	–	0.01%	179
2026 Q1	$32.1K	Sell	100 -793	-89%	-$266K	0.01%	186
2025 Q4	$299K	Hold	893	–	–	0.11%	94
2025 Q3	$293K	Hold	893	–	–	0.11%	98
2025 Q2	$271K	Hold	893	–	–	0.12%	99
2025 Q1	$245K	Hold	893	–	–	0.11%	105
2024 Q4	$259K	Hold	893	–	–	0.12%	96
2024 Q3	$253K	Hold	893	–	–	0.11%	102
2024 Q2	$239K	Hold	893	–	–	0.12%	101
2024 Q1	$232K	Hold	893	–	–	0.12%	105
2023 Q4	$212K	Hold	893	–	–	0.12%	104
2023 Q3	$190K	Hold	893	–	–	0.1%	107
2023 Q2	$197K	Hold	893	–	–	0.11%	110
2023 Q1	$182K	Hold	893	–	–	0.11%	116
2022 Q4	$171K	Hold	893	–	–	0.1%	114
2022 Q3	$160K	Hold	893	–	–	0.1%	114
2022 Q2	$168K	Hold	893	–	–	0.1%	115
2022 Q1	$203K	Hold	893	–	–	0.1%	115
2021 Q4	$216K	Buy	+893	New	+$211K	0.1%	111

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

Mechanics Financial Corp's VTI Position: Q2 2026 in Review

Mechanics Financial Corp held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 100 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #179.

Mechanics Financial Corp first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $299K in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mechanics Financial Corp held 100 shares of Vanguard Morningstar Total Stock Market ETF worth $37K as of Q2 2026.
Mechanics Financial Corp left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Mechanics Financial Corp's portfolio in Q2 2026, its #179 holding.
Mechanics Financial Corp first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's Vanguard Morningstar Total Stock Market ETF position peaked at $299K in Q4 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.