MFA Wealth Services’s Vanguard Morningstar 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 Q3	$2.19M	Buy	5,850 +59	+1%	+$22.1K	1.3%	19
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%	-$10K	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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

MFA Wealth Services's VTI Position: Q3 2026 in Review

MFA Wealth Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q3 2026, buying an estimated $22.1K and bringing the position to 5,850 shares worth $2.19M. The position accounts for 1.3% of the portfolio, ranked #19.

MFA Wealth Services first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,152 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

MFA Wealth Services held 5,850 shares of Vanguard Morningstar Total Stock Market ETF worth $2.19M as of Q3 2026.
MFA Wealth Services bought 59 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $22.1K.
Vanguard Morningstar Total Stock Market ETF made up 1.3% of MFA Wealth Services's portfolio in Q3 2026, its #19 holding.
MFA Wealth Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
1,152 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.