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Milestone Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Milestone Investment 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
Q2 		$5.54M Buy
14,968
+29
+0.2% +$10.4K 1.2% 29
2026
Q1 		$4.79M Buy
14,939
+183
+1% +$61.4K 1.16% 28
2025
Q4 		$4.95M Buy
14,756
+363
+3% +$121K 1.2% 28
2025
Q3 		$4.72M Buy
14,393
+507
+4% +$160K 1.17% 27
2025
Q2 		$4.22M Sell
13,886
-4
-0% -$1.13K 1.1% 29
2025
Q1 		$3.82M Sell
13,890
-2,364
-15% -$687K 1.06% 29
2024
Q4 		$4.71M Buy
16,254
+1,156
+8% +$337K 1.28% 23
2024
Q3 		$4.28M Sell
15,098
-77,111
-84% -$21M 1.2% 26
2024
Q2 		$24.7M Sell
92,209
-13,363
-13% -$3.46M 6.56% 4
2024
Q1 		$27.4M Sell
105,572
-3,354
-3% -$830K 7.4% 3
2023
Q4 		$25.8M Buy
108,926
+2,382
+2% +$527K 7.51% 2
2023
Q3 		$22.6M Buy
106,544
+8,824
+9% +$1.95M 6.44% 3
2023
Q2 		$21.5M Buy
97,720
+1,354
+1% +$282K 6.66% 5
2023
Q1 		$19.7M Buy
96,366
+6,603
+7% +$1.32M 6.07% 3
2022
Q4 		$17.2M Buy
+89,763
New +$17.3M 6.02% 4

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Investment Advisors's VTI Position: Q2 2026 in Review

Milestone Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.19% in Q2 2026, buying an estimated $10.4K and bringing the position to 14,968 shares worth $5.54M. The position accounts for 1.2% of the portfolio, ranked #29.

Milestone Investment Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.4M in Q1 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Milestone Investment Advisors held 14,968 shares of Vanguard Morningstar Total Stock Market ETF worth $5.54M as of Q2 2026.
  • Milestone Investment Advisors bought 29 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.2% of Milestone Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Milestone Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $27.4M in Q1 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.