MIM
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Miller Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Miller Investment 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
Q1 		$3.35M Sell
10,429
-475
-4% -$159K 0.33% 26
2025
Q4 		$3.66M Sell
10,904
-328
-3% -$109K 0.36% 28
2025
Q3 		$3.69M Hold
11,232
– – 0.37% 25
2025
Q2 		$3.41M Sell
11,232
-23
-0.2% -$6.47K 0.36% 31
2025
Q1 		$3.09M Sell
11,255
-440
-4% -$128K 0.34% 33
2024
Q4 		$3.39M Buy
11,695
+24
+0.2% +$7K 0.37% 31
2024
Q3 		$3.3M Sell
11,671
-401
-3% -$109K 0.34% 32
2024
Q2 		$3.23M Buy
12,072
+70
+0.6% +$18.1K 0.39% 33
2024
Q1 		$3.12M Buy
12,002
+2
+0% +$495 0.4% 33
2023
Q4 		$2.85M Sell
12,000
-352
-3% -$77.8K 0.41% 33
2023
Q3 		$2.62M Sell
12,352
-346
-3% -$76.6K 0.41% 31
2023
Q2 		$2.8M Sell
12,698
-291
-2% -$60.7K 0.43% 29
2023
Q1 		$2.65M Sell
12,989
-140
-1% -$28K 0.44% 29
2022
Q4 		$2.51M Sell
13,129
-1,310
-9% -$252K 0.43% 31
2022
Q3 		$2.59M Sell
14,439
-279
-2% -$55.6K 0.54% 27
2022
Q2 		$2.78M Sell
14,718
-618
-4% -$127K 0.57% 26
2022
Q1 		$3.49M Sell
15,336
-56,393
-79% -$12.7M 0.55% 26
2021
Q4 		$17.3M Buy
71,729
+46,810
+188% +$11.1M 2.48% 13
2021
Q3 		$5.53M Buy
24,919
+19,349
+347% +$4.41M 0.95% 17
2021
Q2 		$1.24M Hold
5,570
– – 0.22% 41
2021
Q1 		$1.15M Hold
5,570
– – 0.21% 42
2020
Q4 		$1.08M Hold
5,570
– – 0.2% 43
2020
Q3 		$949K Hold
5,570
– – 0.23% 38
2020
Q2 		$872K Hold
5,570
– – 0.26% 41
2020
Q1 		$718K Hold
5,570
– – 0.23% 41
2019
Q4 		$911K Hold
5,570
– – 0.2% 44
2019
Q3 		$841K Hold
5,570
– – 0.19% 45
2019
Q2 		$836K Hold
5,570
– – 0.19% 45
2019
Q1 		$806K Sell
5,570
-2,785
-33% -$389K 0.21% 43
2018
Q4 		$1.07M Hold
8,355
– – 0.31% 38
2018
Q3 		$1.25M Hold
8,355
– – 0.38% 35
2018
Q2 		$1.17M Buy
+8,355
New +$1.17M 0.35% 35

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 $12.8B AUM 19.73% 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

Miller Investment Management's VTI Position: Q1 2026 in Review

Miller Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q1 2026, selling an estimated $159K and leaving 10,429 shares worth $3.35M. The position accounts for 0.33% of the portfolio, ranked #26.

Miller Investment Management first reported a position in VTI in Q2 2018 and has held it in 32 quarters since. The position peaked at $17.3M in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Miller Investment Management held 10,429 shares of Vanguard Morningstar Total Stock Market ETF worth $3.35M as of Q1 2026.
  • Miller Investment Management sold 475 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $159K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.33% of Miller Investment Management's portfolio in Q1 2026, its #26 holding.
  • Miller Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 32 quarters since.
  • Miller Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $17.3M in Q4 2021.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.