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MilWealth Group’s Vanguard Morningstar 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
Q2 		$828K Hold
2,238
– – 0.18% 18
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 $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

MilWealth Group's VTI Position: Q2 2026 in Review

MilWealth Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,238 shares worth $828K. The position accounts for 0.18% of the portfolio, ranked #18.

MilWealth Group first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MilWealth Group held 2,238 shares of Vanguard Morningstar Total Stock Market ETF worth $828K as of Q2 2026.
  • MilWealth Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of MilWealth Group's portfolio in Q2 2026, its #18 holding.
  • MilWealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.