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 Q2	$4.99M	Sell	13,490 -13,101	-49%	-$4.68M	1.57%	8
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 $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

Medallion Wealth Advisors's VTI Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 49% in Q2 2026, selling an estimated $4.68M and leaving 13,490 shares worth $4.99M. The position accounts for 1.57% of the portfolio, ranked #8.

Medallion Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.95M in Q4 2025. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Medallion Wealth Advisors held 13,490 shares of Vanguard Morningstar Total Stock Market ETF worth $4.99M as of Q2 2026.
Medallion Wealth Advisors sold 13,101 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.68M.
Vanguard Morningstar Total Stock Market ETF made up 1.57% of Medallion Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $8.95M in Q4 2025.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.