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Millstone Evans Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Millstone Evans Group’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 		$287K Buy
774
+137
+22% +$49K 0.16% 106
2026
Q1 		$204K Buy
637
+4
+0.6% +$1.34K 0.12% 140
2025
Q4 		$212K Buy
633
+588
+1,307% +$196K 0.12% 136
2025
Q3 		$14.8K Sell
45
-20
-31% -$6.32K 0.01% 486
2025
Q2 		$19.8K Sell
65
-275
-81% -$77.3K 0.01% 445
2025
Q1 		$93.6K Sell
340
-26
-7% -$7.55K 0.06% 207
2024
Q4 		$106K Buy
+366
New +$107K 0.07% 185

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

Millstone Evans Group's VTI Position: Q2 2026 in Review

Millstone Evans Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, buying an estimated $49K and bringing the position to 774 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #106.

Millstone Evans Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Millstone Evans Group held 774 shares of Vanguard Morningstar Total Stock Market ETF worth $287K as of Q2 2026.
  • Millstone Evans Group bought 137 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $49K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Millstone Evans Group's portfolio in Q2 2026, its #106 holding.
  • Millstone Evans Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.