MWA
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Midland Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Midland Wealth Advisors’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 		$6.43M Sell
20,038
-271
-1% -$90.9K 0.33% 27
2025
Q4 		$6.81M Sell
20,309
-76
-0.4% -$25.3K 0.35% 25
2025
Q3 		$6.69M Sell
20,385
-212
-1% -$67K 0.36% 25
2025
Q2 		$6.26M Buy
20,597
+284
+1% +$79.9K 0.35% 21
2025
Q1 		$5.58M Buy
20,313
+288
+1% +$83.7K 0.33% 22
2024
Q4 		$5.8M Sell
20,025
-866
-4% -$253K 0.35% 21
2024
Q3 		$5.92M Sell
20,891
-883
-4% -$241K 0.35% 20
2024
Q2 		$5.82M Buy
21,774
+63
+0.3% +$16.3K 0.35% 22
2024
Q1 		$5.64M Sell
21,711
-2,479
-10% -$613K 0.35% 21
2023
Q4 		$5.74M Buy
+24,190
New +$5.35M 0.39% 17

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Midland Wealth Advisors's VTI Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.3% in Q1 2026, selling an estimated $90.9K and leaving 20,038 shares worth $6.43M. The position accounts for 0.33% of the portfolio, ranked #27.

Midland Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.81M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Midland Wealth Advisors held 20,038 shares of Vanguard Total Stock Market ETF worth $6.43M as of Q1 2026.
  • Midland Wealth Advisors sold 271 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $90.9K.
  • Vanguard Total Stock Market ETF made up 0.33% of Midland Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Midland Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Midland Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $6.81M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.