MinichMacGregor Wealth Management
VTI icon

MinichMacGregor Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MinichMacGregor 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
Q3 		$717K Buy
1,916
+30
+2% +$11.2K 0.12% 66
2026
Q2 		$698K Buy
1,886
+123
+7% +$44K 0.11% 68
2026
Q1 		$566K Sell
1,763
-56
-3% -$18.8K 0.1% 70
2025
Q4 		$610K Buy
1,819
+3
+0.2% +$998 0.11% 66
2025
Q3 		$596K Buy
1,816
+2
+0.1% +$632 0.12% 70
2025
Q2 		$551K Buy
1,814
+695
+62% +$195K 0.12% 64
2025
Q1 		$308K Sell
1,119
-25
-2% -$7.26K 0.07% 92
2024
Q4 		$332K Buy
1,144
+7
+0.6% +$2.04K 0.07% 93
2024
Q3 		$322K Buy
1,137
+1
+0.1% +$273 0.07% 89
2024
Q2 		$304K Buy
+1,136
New +$294K 0.07% 84
2023
Q1 		– Sell
-83
Closed -$16K – 640
2022
Q4 		$16K Buy
+83
New +$16K 0.01% 354
2018
Q4 		– Sell
-230
Closed -$34K – 514
2018
Q3 		$34K Hold
230
– – 0.02% 159
2018
Q2 		$32K Hold
230
– – 0.02% 156
2018
Q1 		$31K Buy
+230
New +$32.2K 0.02% 150

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MinichMacGregor Wealth Management's VTI Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q3 2026, buying an estimated $11.2K and bringing the position to 1,916 shares worth $717K. The position accounts for 0.12% of the portfolio, ranked #66.

MinichMacGregor Wealth Management first reported a position in VTI in Q1 2018 and has held it in 14 quarters since. 2,840 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • MinichMacGregor Wealth Management held 1,916 shares of Vanguard Morningstar Total Stock Market ETF worth $717K as of Q3 2026.
  • MinichMacGregor Wealth Management bought 30 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #66 holding.
  • MinichMacGregor Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 14 quarters since.
  • 2,840 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.