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 Q3	$242K	Hold	647	–	–	0.03%	154
2026 Q2	$239K	Hold	647	–	–	0.03%	153
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Middleton & Co's VTI Position: Q3 2026 in Review

Middleton & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 647 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #154.

Middleton & Co first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Middleton & Co held 647 shares of Vanguard Morningstar Total Stock Market ETF worth $242K as of Q3 2026.
Middleton & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Middleton & Co's portfolio in Q3 2026, its #154 holding.
Middleton & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.