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

Members 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	$2.78M	Buy	7,507 +1,071	+17%	+$383K	1.52%	17
2026 Q1	$2.26M	Buy	6,436 +919	+17%	+$308K	1.35%	19
2025 Q4	$1.89M	Sell	5,517 -212	-4%	-$70.5K	1.18%	22
2025 Q3	$1.89M	Buy	+5,729	New	+$1.81M	1.2%	24
2025 Q1	$1.47M	Sell	5,334 -2,710	-34%	-$787K	1.11%	21
2024 Q4	$2.4M	Buy	+8,044	New	+$2.35M	1.79%	15
2024 Q2	$3.78M	Buy	+12,359	New	+$3.2M	2.53%	8

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Members Wealth's VTI Position: Q2 2026 in Review

Members Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, buying an estimated $383K and bringing the position to 7,507 shares worth $2.78M. The position accounts for 1.52% of the portfolio, ranked #17.

Members Wealth first reported a position in VTI in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.78M in Q2 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Members Wealth held 7,507 shares of Vanguard Morningstar Total Stock Market ETF worth $2.78M as of Q2 2026.
Members Wealth bought 1,071 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $383K.
Vanguard Morningstar Total Stock Market ETF made up 1.52% of Members Wealth's portfolio in Q2 2026, its #17 holding.
Members Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 7 quarters since.
Members Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $3.78M in Q2 2024.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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