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

Mission 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 		$186M Buy
502,084
+163,587
+48% +$58.5M 2.27% 8
2026
Q1 		$109M Buy
338,497
+10,365
+3% +$3.48M 2.23% 9
2025
Q4 		$110M Sell
328,132
-19,274
-6% -$6.41M 2.19% 9
2025
Q3 		$114M Buy
347,406
+19,477
+6% +$6.15M 2.26% 8
2025
Q2 		$99.7M Sell
327,929
-4,406
-1% -$1.24M 2.13% 8
2025
Q1 		$91.3M Buy
332,335
+754
+0.2% +$219K 2.24% 8
2024
Q4 		$96.1M Sell
331,581
-4,586
-1% -$1.34M 2.24% 9
2024
Q3 		$95.2M Sell
336,167
-6,222
-2% -$1.7M 2.3% 9
2024
Q2 		$91.6M Sell
342,389
-40,373
-11% -$10.4M 2.43% 9
2024
Q1 		$99.5M Buy
382,762
+14,959
+4% +$3.7M 2.62% 8
2023
Q4 		$87.3M Sell
367,803
-6,272
-2% -$1.39M 2.83% 8
2023
Q3 		$79.5M Sell
374,075
-15,300
-4% -$3.39M 2.96% 8
2023
Q2 		$85.8M Sell
389,375
-6,641
-2% -$1.39M 3.24% 8
2023
Q1 		$80.8M Sell
396,016
-1,529
-0.4% -$306K 3.38% 7
2022
Q4 		$76M Buy
397,545
+10,408
+3% +$2.01M 3.64% 5
2022
Q3 		$69.5M Sell
387,137
-898
-0.2% -$179K 3.68% 6
2022
Q2 		$73.2M Buy
388,035
+93,361
+32% +$19.2M 3.85% 5
2022
Q1 		$67.1M Sell
294,674
-21,817
-7% -$4.91M 3.1% 7
2021
Q4 		$76.4M Sell
316,491
-7,417
-2% -$1.75M 3.44% 7
2021
Q3 		$71.9M Sell
323,908
-15,026
-4% -$3.43M 3.66% 6
2021
Q2 		$75.5M Sell
338,934
-17,215
-5% -$3.74M 4% 6
2021
Q1 		$73.6M Sell
356,149
-21,663
-6% -$4.38M 4.27% 6
2020
Q4 		$73.5M Sell
377,812
-22,533
-6% -$4.12M 4.6% 5
2020
Q3 		$68.2M Sell
400,345
-39,845
-9% -$6.7M 5.11% 4
2020
Q2 		$68.9M Sell
440,190
-3,752
-0.8% -$553K 5.94% 1
2020
Q1 		$57.2M Sell
443,942
-36,509
-8% -$5.65M 6.32% 2
2019
Q4 		$78.6M Buy
480,451
+23,524
+5% +$3.69M 7.56% 1
2019
Q3 		$69M Buy
456,927
+27,520
+6% +$4.15M 7.37% 1
2019
Q2 		$64.5M Buy
429,407
+20,065
+5% +$2.96M 7.22% 1
2019
Q1 		$59.2M Buy
409,342
+16,693
+4% +$2.33M 6.88% 2
2018
Q4 		$50.1M Buy
392,649
+93,649
+31% +$12.9M 6.53% 3
2018
Q3 		$44.7M Buy
299,000
+16,406
+6% +$2.41M 5.89% 3
2018
Q2 		$39.7M Buy
282,594
+17,105
+6% +$2.39M 5.86% 3
2018
Q1 		$36M Buy
265,489
+71,126
+37% +$9.97M 5.81% 3
2017
Q4 		$26.7M Buy
194,363
+7,729
+4% +$1.03M 4.57% 7
2017
Q3 		$24.2M Buy
186,634
+148
+0.1% +$18.7K 4.44% 7
2017
Q2 		$23.2M Buy
186,486
+4,556
+3% +$561K 4.41% 7
2017
Q1 		$22.1M Buy
181,930
+12,125
+7% +$1.45M 4.29% 7
2016
Q4 		$19.6M Buy
169,805
+17,082
+11% +$1.92M 3.9% 7
2016
Q3 		$17M Sell
152,723
-2,028
-1% -$225K 4.11% 7
2016
Q2 		$16.6M Buy
154,751
+27,679
+22% +$2.93M 4.41% 7
2016
Q1 		$13.3M Buy
127,072
+18,704
+17% +$1.85M 3.59% 9
2015
Q4 		$11.3M Buy
108,368
+19,672
+22% +$2.07M 3.18% 9
2015
Q3 		$8.76M Buy
88,696
+37,358
+73% +$3.92M 2.65% 10
2015
Q2 		$5.51M Buy
+51,338
New +$5.6M 1.88% 13

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Mission Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 48% in Q2 2026, buying an estimated $58.5M and bringing the position to 502,084 shares worth $186M. The position accounts for 2.27% of the portfolio, ranked #8.

Mission Wealth Management first reported a position in VTI in Q2 2015 and has held it in 45 quarters since. 883 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mission Wealth Management held 502,084 shares of Vanguard Total Stock Market ETF worth $186M as of Q2 2026.
  • Mission Wealth Management bought 163,587 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $58.5M.
  • Vanguard Total Stock Market ETF made up 2.27% of Mission Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Mission Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2015 and has held it in 45 quarters since.
  • 883 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.