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 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MinichMacGregor Wealth Management's VTI Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7% in Q2 2026, buying an estimated $44K and bringing the position to 1,886 shares worth $698K. The position accounts for 0.11% of the portfolio, ranked #68.

MinichMacGregor Wealth Management first reported a position in VTI in Q1 2018 and has held it in 13 quarters since. 1,894 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MinichMacGregor Wealth Management held 1,886 shares of Vanguard Morningstar Total Stock Market ETF worth $698K as of Q2 2026.
MinichMacGregor Wealth Management bought 123 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $44K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #68 holding.
MinichMacGregor Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 13 quarters since.
1,894 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.