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

Meritas Wealth 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 Q2	$234K	Buy	632 +2	+0.3%	+$715	0.09%	59
2026 Q1	$202K	Buy	630 +3	+0.5%	+$1.01K	0.09%	59
2025 Q4	$210K	Buy	627 +1	+0.2%	+$333	0.1%	55
2025 Q3	$205K	Buy	+626	New	+$198K	0.1%	57
2024 Q1	–	Sell	-2,851	Closed	-$676K	–	52
2023 Q4	$676K	Buy	+2,851	New	+$630K	0.51%	24

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

Meritas Wealth Management's VTI Position: Q2 2026 in Review

Meritas Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q2 2026, buying an estimated $715 and bringing the position to 632 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #59.

Meritas Wealth Management first reported a position in VTI in Q4 2023 and has held it in 5 quarters since. The position peaked at $676K in Q4 2023. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Meritas Wealth Management held 632 shares of Vanguard Morningstar Total Stock Market ETF worth $234K as of Q2 2026.
Meritas Wealth Management bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Meritas Wealth Management's portfolio in Q2 2026, its #59 holding.
Meritas Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 5 quarters since.
Meritas Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $676K in Q4 2023.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.