Melone Private Wealth
VTI icon

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
Q3 		$598K Buy
1,598
+2
+0.1% +$750 0.23% 43
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Melone Private Wealth's VTI Position: Q3 2026 in Review

Melone Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q3 2026, buying an estimated $750 and bringing the position to 1,598 shares worth $598K. The position accounts for 0.23% of the portfolio, ranked #43.

Melone Private Wealth first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.29M in Q4 2021. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Melone Private Wealth held 1,598 shares of Vanguard Morningstar Total Stock Market ETF worth $598K as of Q3 2026.
  • Melone Private Wealth bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $750.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Melone Private Wealth's portfolio in Q3 2026, its #43 holding.
  • Melone Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.29M in Q4 2021.
  • 1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.