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 Q3	$3.3M	Buy	8,655 +1,148	+15%	+$430K	1.65%	16
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Members Wealth's VTI Position: Q3 2026 in Review

Members Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q3 2026, buying an estimated $430K and bringing the position to 8,655 shares worth $3.3M. The position accounts for 1.65% of the portfolio, ranked #16.

Members Wealth first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.78M in Q2 2024. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Members Wealth held 8,655 shares of Vanguard Morningstar Total Stock Market ETF worth $3.3M as of Q3 2026.
Members Wealth bought 1,148 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $430K.
Vanguard Morningstar Total Stock Market ETF made up 1.65% of Members Wealth's portfolio in Q3 2026, its #16 holding.
Members Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $3.78M in Q2 2024.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.