MWM
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Mindset Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mindset Wealth Management’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 		$251K Buy
783
+81
+12% +$27.2K 0.07% 144
2025
Q4 		$235K Sell
702
-44
-6% -$14.6K 0.06% 160
2025
Q3 		$245K Hold
746
– – 0.07% 146
2025
Q2 		$227K Hold
746
– – 0.07% 137
2025
Q1 		$205K Sell
746
-17
-2% -$4.94K 0.08% 138
2024
Q4 		$221K Buy
763
+44
+6% +$12.8K 0.08% 120
2024
Q3 		$204K Buy
+719
New +$196K 0.08% 118

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

Mindset Wealth Management's VTI Position: Q1 2026 in Review

Mindset Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 12% in Q1 2026, buying an estimated $27.2K and bringing the position to 783 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #144.

Mindset Wealth Management first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Mindset Wealth Management held 783 shares of Vanguard Total Stock Market ETF worth $251K as of Q1 2026.
  • Mindset Wealth Management bought 81 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $27.2K.
  • Vanguard Total Stock Market ETF made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Mindset Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.