Milestone Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Milestone Asset Management’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	$370K	Sell	999 -14	-1%	-$5.01K	0.06%	208
2026 Q1	$325K	Buy	1,013 +249	+33%	+$83.5K	0.06%	194
2025 Q4	$256K	Buy	764 +12	+2%	+$3.99K	0.05%	189
2025 Q3	$247K	Sell	752 -362	-32%	-$114K	0.05%	201
2025 Q2	$339K	Buy	+1,114	New	+$313K	0.07%	169
2024 Q1	–	Sell	-854	Closed	-$203K	–	175
2023 Q4	$203K	Buy	+854	New	+$189K	0.07%	85

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Asset Management's VTI Position: Q2 2026 in Review

Milestone Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $5.01K and leaving 999 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #208.

Milestone Asset Management first reported a position in VTI in Q4 2023 and has held it in 6 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Milestone Asset Management held 999 shares of Vanguard Morningstar Total Stock Market ETF worth $370K as of Q2 2026.
Milestone Asset Management sold 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Milestone Asset Management's portfolio in Q2 2026, its #208 holding.
Milestone Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.