Mesirow Financial Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mesirow Financial Investment 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	$29.3M	Buy	79,090 +2,194	+3%	+$784K	0.46%	54
2026 Q1	$24.7M	Buy	76,896 +6,031	+9%	+$2.02M	0.4%	62
2025 Q4	$23.8M	Sell	70,865 -8,398	-11%	-$2.79M	0.49%	55
2025 Q3	$26M	Buy	79,263 +1,679	+2%	+$530K	0.47%	52
2025 Q2	$23.6M	Buy	77,584 +567	+0.7%	+$159K	0.46%	61
2025 Q1	$21.2M	Buy	77,017 +1,296	+2%	+$377K	0.41%	64
2024 Q4	$21.9M	Sell	75,721 -118	-0.2%	-$34.4K	0.44%	59
2024 Q3	$21.5M	Buy	75,839 +824	+1%	+$225K	0.42%	59
2024 Q2	$20.1M	Sell	75,015 -1,872	-2%	-$485K	0.45%	54
2024 Q1	$20M	Buy	76,887 +3,486	+5%	+$862K	0.45%	57
2023 Q4	$17.4M	Buy	+73,401	New	+$16.2M	0.64%	36

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mesirow Financial Investment Management's VTI Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, buying an estimated $784K and bringing the position to 79,090 shares worth $29.3M. The position accounts for 0.46% of the portfolio, ranked #54.

Mesirow Financial Investment Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mesirow Financial Investment Management held 79,090 shares of Vanguard Morningstar Total Stock Market ETF worth $29.3M as of Q2 2026.
Mesirow Financial Investment Management bought 2,194 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $784K.
Vanguard Morningstar Total Stock Market ETF made up 0.46% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #54 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.