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MilWealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

MilWealth 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
Q1 		$718K Hold
2,238
– – 0.17% 18
2025
Q4 		$750K Sell
2,238
-27
-1% -$8.98K 0.18% 18
2025
Q3 		$743K Hold
2,265
– – 0.18% 18
2025
Q2 		$689K Hold
2,265
– – 0.18% 18
2025
Q1 		$623K Hold
2,265
– – 0.17% 18
2024
Q4 		$657K Sell
2,265
-17
-0.7% -$4.96K 0.18% 18
2024
Q3 		$646K Buy
2,282
+60
+3% +$16.4K 0.19% 18
2024
Q2 		$594K Hold
2,222
– – 0.19% 18
2024
Q1 		$577K Sell
2,222
-3
-0.1% -$742 0.18% 18
2023
Q4 		$528K Hold
2,225
– – 0.17% 18
2023
Q3 		$473K Buy
2,225
+1
+0% +$221 0.19% 16
2023
Q2 		$490K Buy
2,224
+1
+0% +$209 0.19% 16
2023
Q1 		$454K Hold
2,223
– – 0.18% 16
2022
Q4 		$425K Buy
2,223
+1
+0% +$193 0.17% 16
2022
Q3 		$399K Buy
2,222
+1
+0% +$199 0.17% 17
2022
Q2 		$419K Buy
2,221
+97
+5% +$19.9K 0.18% 18
2022
Q1 		$484K Hold
2,124
– – 0.19% 22
2021
Q4 		$513K Buy
2,124
+163
+8% +$38.5K 0.19% 19
2021
Q3 		$435K Buy
+1,961
New +$447K 0.17% 18

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 $11.5B AUM 18.72% 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

MilWealth Group's VTI Position: Q1 2026 in Review

MilWealth Group held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 2,238 shares worth $718K. The position accounts for 0.17% of the portfolio, ranked #18.

MilWealth Group first reported a position in VTI in Q3 2021 and has held it in 19 quarters since. The position peaked at $750K in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • MilWealth Group held 2,238 shares of Vanguard Total Stock Market ETF worth $718K as of Q1 2026.
  • MilWealth Group left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.17% of MilWealth Group's portfolio in Q1 2026, its #18 holding.
  • MilWealth Group first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
  • MilWealth Group's Vanguard Total Stock Market ETF position peaked at $750K in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.