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Mendel Money Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mendel Money 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
Q1 		$274K Buy
854
+173
+25% +$58K 0.11% 128
2025
Q4 		$228K Buy
681
+2
+0.3% +$665 0.1% 143
2025
Q3 		$223K Hold
679
– – 0.09% 147
2025
Q2 		$206K Buy
+679
New +$191K 0.09% 141

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mendel Money Management's VTI Position: Q1 2026 in Review

Mendel Money Management increased its Vanguard Total Stock Market ETF (VTI) stake by 25% in Q1 2026, buying an estimated $58K and bringing the position to 854 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #128.

Mendel Money Management first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Mendel Money Management held 854 shares of Vanguard Total Stock Market ETF worth $274K as of Q1 2026.
  • Mendel Money Management bought 173 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $58K.
  • Vanguard Total Stock Market ETF made up 0.11% of Mendel Money Management's portfolio in Q1 2026, its #128 holding.
  • Mendel Money Management first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.