Mills Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mills 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 Q2	$695K	Sell	1,879 -561	-23%	-$201K	0.22%	39
2026 Q1	$783K	Sell	2,440 -3,043	-55%	-$1.02M	0.27%	38
2025 Q4	$1.84M	Sell	5,483 -127	-2%	-$42.2K	0.73%	24
2025 Q3	$1.8M	Sell	5,610 -52	-0.9%	-$16.4K	0.73%	24
2025 Q2	$1.69M	Buy	5,662 +31	+0.6%	+$8.72K	0.77%	24
2025 Q1	$1.53M	Sell	5,631 -1,045	-16%	-$304K	0.81%	25
2024 Q4	$1.91M	Sell	6,676 -124	-2%	-$36.2K	1.08%	20
2024 Q3	$1.9M	Sell	6,800 -41	-0.6%	-$11.2K	1.31%	18
2024 Q2	$1.81M	Sell	6,841 -120	-2%	-$31.1K	1.29%	18
2024 Q1	$1.79M	Sell	6,961 -1,266	-15%	-$313K	1.32%	19
2023 Q4	$1.95M	Buy	8,227 +540	+7%	+$119K	1.48%	15
2023 Q3	$1.64M	Sell	7,687 -545	-7%	-$121K	1.31%	18
2023 Q2	$1.81M	Sell	8,232 -77	-0.9%	-$16.1K	1.38%	16
2023 Q1	$1.69M	Sell	8,309 -690	-8%	-$138K	1.37%	16
2022 Q4	$1.72M	Buy	+8,999	New	+$1.73M	1.56%	17

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

Mills Wealth Advisors's VTI Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q2 2026, selling an estimated $201K and leaving 1,879 shares worth $695K. The position accounts for 0.22% of the portfolio, ranked #39.

Mills Wealth Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.95M in Q4 2023. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mills Wealth Advisors held 1,879 shares of Vanguard Morningstar Total Stock Market ETF worth $695K as of Q2 2026.
Mills Wealth Advisors sold 561 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $201K.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Mills Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Mills Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Mills Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.95M in Q4 2023.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.