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Melone Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Melone Private Wealth’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 		$591K Sell
1,596
-29
-2% -$10.4K 0.23% 46
2026
Q1 		$521K Sell
1,625
-60
-4% -$20.1K 0.21% 47
2025
Q4 		$565K Buy
1,685
+214
+15% +$71.2K 0.24% 45
2025
Q3 		$483K Sell
1,471
-328
-18% -$104K 0.22% 43
2025
Q2 		$546K Sell
1,799
-137
-7% -$38.5K 0.28% 40
2025
Q1 		$532K Sell
1,936
-2
-0.1% -$581 0.28% 40
2024
Q4 		$562K Hold
1,938
– – 0.29% 40
2024
Q3 		$549K Sell
1,938
-189
-9% -$51.6K 0.29% 41
2024
Q2 		$569K Hold
2,127
– – 0.34% 38
2024
Q1 		$553K Sell
2,127
-88
-4% -$21.8K 0.33% 39
2023
Q4 		$525K Sell
2,215
-179
-7% -$39.6K 0.33% 38
2023
Q3 		$508K Hold
2,394
– – 0.36% 39
2023
Q2 		$527K Buy
2,394
+1
+0% +$209 0.37% 40
2023
Q1 		$485K Sell
2,393
-46
-2% -$9.21K 0.37% 38
2022
Q4 		$466K Sell
2,439
-1,786
-42% -$344K 0.4% 38
2022
Q3 		$793K Sell
4,225
-410
-9% -$81.7K 0.69% 33
2022
Q2 		$902K Buy
4,635
+17
+0.4% +$3.49K 0.76% 31
2022
Q1 		$992K Sell
4,618
-734
-14% -$165K 0.81% 32
2021
Q4 		$1.29M Buy
+5,352
New +$1.26M 0.97% 31

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

Melone Private Wealth's VTI Position: Q2 2026 in Review

Melone Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $10.4K and leaving 1,596 shares worth $591K. The position accounts for 0.23% of the portfolio, ranked #46.

Melone Private Wealth first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q4 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Melone Private Wealth held 1,596 shares of Vanguard Morningstar Total Stock Market ETF worth $591K as of Q2 2026.
  • Melone Private Wealth sold 29 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Melone Private Wealth's portfolio in Q2 2026, its #46 holding.
  • Melone Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.29M in Q4 2021.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.