Middleton & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Middleton & Co’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	$208K	Sell	647 -50	-7%	-$16.8K	0.02%	162
2025 Q4	$234K	Hold	697	–	–	0.02%	153
2025 Q3	$229K	Hold	697	–	–	0.02%	157
2025 Q2	$212K	Buy	+697	New	+$196K	0.02%	158
2025 Q1	–	Sell	-697	Closed	-$202K	–	161
2024 Q4	$202K	Sell	697 -135	-16%	-$39.4K	0.02%	157
2024 Q3	$236K	Sell	832 -30	-3%	-$8.18K	0.03%	149
2024 Q2	$231K	Hold	862	–	–	0.03%	150
2024 Q1	$224K	Hold	862	–	–	0.03%	158
2023 Q4	$204K	Sell	862 -94	-10%	-$20.8K	0.03%	155
2023 Q3	$203K	Buy	+956	New	+$212K	0.03%	146

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Middleton & Co's VTI Position: Q1 2026 in Review

Middleton & Co reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.2% in Q1 2026, selling an estimated $16.8K and leaving 647 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #162.

Middleton & Co first reported a position in VTI in Q3 2023 and has held it in 10 quarters since. The position peaked at $236K in Q3 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Middleton & Co held 647 shares of Vanguard Morningstar Total Stock Market ETF worth $208K as of Q1 2026.
Middleton & Co sold 50 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $16.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Middleton & Co's portfolio in Q1 2026, its #162 holding.
Middleton & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 10 quarters since.
Middleton & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $236K in Q3 2024.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.