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Mills Wealth Advisors’s Vanguard 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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Mills Wealth Advisors reduced its Vanguard 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. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mills Wealth Advisors held 1,879 shares of Vanguard Total Stock Market ETF worth $695K as of Q2 2026.
  • Mills Wealth Advisors sold 561 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $201K.
  • Vanguard 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 Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Mills Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.95M in Q4 2023.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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