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MFA Wealth Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

MFA Wealth Services’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 		$2.14M Buy
5,791
+59
+1% +$21.1K 1.28% 18
2026
Q1 		$1.84M Buy
5,732
+119
+2% +$39.9K 1.22% 19
2025
Q4 		$1.88M Sell
5,613
-30
-0.5% -$9.98K 1.27% 18
2025
Q3 		$1.85M Sell
5,643
-48
-0.8% -$15.2K 1.28% 18
2025
Q2 		$1.73M Sell
5,691
-111
-2% -$31.2K 1.3% 19
2025
Q1 		$1.59M Buy
5,802
+18
+0.3% +$5.23K 1.31% 22
2024
Q4 		$1.68M Buy
+5,784
New +$1.69M 1.34% 19

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

MFA Wealth Services's VTI Position: Q2 2026 in Review

MFA Wealth Services increased its Vanguard Total Stock Market ETF (VTI) stake by 1% in Q2 2026, buying an estimated $21.1K and bringing the position to 5,791 shares worth $2.14M. The position accounts for 1.28% of the portfolio, ranked #18.

MFA Wealth Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MFA Wealth Services held 5,791 shares of Vanguard Total Stock Market ETF worth $2.14M as of Q2 2026.
  • MFA Wealth Services bought 59 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $21.1K.
  • Vanguard Total Stock Market ETF made up 1.28% of MFA Wealth Services's portfolio in Q2 2026, its #18 holding.
  • MFA Wealth Services first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.