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

Medallion Wealth Advisors’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
Q1 		$8.53M Sell
26,591
-101
-0.4% -$33.9K 2.79% 2
2025
Q4 		$8.95M Buy
26,692
+1,224
+5% +$407K 3.01% 2
2025
Q3 		$8.36M Buy
25,468
+304
+1% +$96K 2.97% 2
2025
Q2 		$7.65M Buy
25,164
+164
+0.7% +$46.1K 2.96% 2
2025
Q1 		$6.88M Buy
25,000
+434
+2% +$126K 3.12% 2
2024
Q4 		$6.86M Buy
+24,566
New +$7.17M 3.4% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Medallion Wealth Advisors's VTI Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.38% in Q1 2026, selling an estimated $33.9K and leaving 26,591 shares worth $8.53M. The position accounts for 2.79% of the portfolio, ranked #2.

Medallion Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.95M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Medallion Wealth Advisors held 26,591 shares of Vanguard Morningstar Total Stock Market ETF worth $8.53M as of Q1 2026.
  • Medallion Wealth Advisors sold 101 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $33.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.79% of Medallion Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $8.95M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.