MWM
VTI icon

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

Melfa 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 		$14.7M Buy
39,655
+6,238
+19% +$2.23M 7.92% 1
2026
Q1 		$10.7M Buy
33,417
+653
+2% +$219K 6.16% 2
2025
Q4 		$11M Buy
32,764
+2,729
+9% +$908K 6.33% 2
2025
Q3 		$9.86M Buy
30,035
+1,601
+6% +$506K 5.78% 2
2025
Q2 		$8.64M Buy
28,434
+14,133
+99% +$3.98M 5.46% 2
2025
Q1 		$3.93M Buy
14,301
+5,379
+60% +$1.56M 2.65% 6
2024
Q4 		$2.59M Buy
8,922
+5,016
+128% +$1.46M 1.73% 11
2024
Q3 		$1.11M Buy
3,906
+516
+15% +$141K 0.73% 35
2024
Q2 		$907K Sell
3,390
-69
-2% -$17.9K 0.63% 43
2024
Q1 		$899K Buy
3,459
+519
+18% +$128K 0.65% 41
2023
Q4 		$698K Buy
2,940
+2
+0.1% +$442 0.66% 42
2023
Q3 		$624K Sell
2,938
-138
-4% -$30.5K 0.68% 41
2023
Q2 		$678K Sell
3,076
-1,376
-31% -$287K 0.69% 39
2023
Q1 		$909K Buy
4,452
+27
+0.6% +$5.41K 0.91% 27
2022
Q4 		$846K Buy
+4,425
New +$853K 0.88% 29

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

Melfa Wealth Management's VTI Position: Q2 2026 in Review

Melfa Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 19% in Q2 2026, buying an estimated $2.23M and bringing the position to 39,655 shares worth $14.7M. The position accounts for 7.92% of the portfolio, ranked #1.

Melfa Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Melfa Wealth Management held 39,655 shares of Vanguard Morningstar Total Stock Market ETF worth $14.7M as of Q2 2026.
  • Melfa Wealth Management bought 6,238 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.23M.
  • Vanguard Morningstar Total Stock Market ETF made up 7.92% of Melfa Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Melfa Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.