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 Q2	$3.86M	Hold	10,429	–	–	0.35%	24
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 $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

Miller Investment Management's VTI Position: Q2 2026 in Review

Miller Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 10,429 shares worth $3.86M. The position accounts for 0.35% of the portfolio, ranked #24.

Miller Investment Management first reported a position in VTI in Q2 2018 and has held it in 33 quarters since. The position peaked at $17.3M in Q4 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Miller Investment Management held 10,429 shares of Vanguard Morningstar Total Stock Market ETF worth $3.86M as of Q2 2026.
Miller Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Miller Investment Management's portfolio in Q2 2026, its #24 holding.
Miller Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
Miller Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $17.3M in Q4 2021.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Miller Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.