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MJP Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MJP Associates’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 		$18.9M Buy
51,016
+235
+0.5% +$84K 2.07% 13
2026
Q1 		$16.3M Buy
50,781
+302
+0.6% +$101K 1.98% 14
2025
Q4 		$16.9M Sell
50,479
-845
-2% -$281K 2.12% 12
2025
Q3 		$16.8M Sell
51,324
-1,328
-3% -$419K 2.22% 11
2025
Q2 		$16M Buy
52,652
+35
+0.1% +$9.84K 2.37% 11
2025
Q1 		$14.5M Buy
52,617
+88
+0.2% +$25.6K 2.61% 9
2024
Q4 		$15.2M Sell
52,529
-126
-0.2% -$36.8K 2.74% 10
2024
Q3 		$14.9M Buy
52,655
+953
+2% +$260K 2.83% 10
2024
Q2 		$13.8M Buy
51,702
+837
+2% +$217K 2.88% 9
2024
Q1 		$13.2M Sell
50,865
-944
-2% -$234K 2.88% 8
2023
Q4 		$12.3M Sell
51,809
-739
-1% -$163K 3.28% 8
2023
Q3 		$11.2M Sell
52,548
-232
-0.4% -$51.4K 3.24% 8
2023
Q2 		$11.6M Buy
52,780
+1,016
+2% +$212K 3.8% 7
2023
Q1 		$10.6M Sell
51,764
-90
-0.2% -$18K 3.23% 7
2022
Q4 		$9.91M Sell
51,854
-72
-0.1% -$13.9K 2.89% 7
2022
Q3 		$9.32M Buy
51,926
+59
+0.1% +$11.8K 2.79% 10
2022
Q2 		$9.78M Sell
51,867
-254
-0.5% -$52.2K 2.74% 11
2022
Q1 		$11.9M Sell
52,121
-5,504
-10% -$1.24M 2.98% 9
2021
Q4 		$14M Sell
57,625
-286
-0.5% -$67.5K 4.15% 7
2021
Q3 		$12.9M Sell
57,911
-306
-0.5% -$69.8K 4.36% 6
2021
Q2 		$13M Sell
58,217
-414
-0.7% -$89.8K 4.34% 5
2021
Q1 		$12.1M Sell
58,631
-689
-1% -$139K 4.92% 4
2020
Q4 		$11.5M Buy
+59,320
New +$10.8M 4.86% 5

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

MJP Associates's VTI Position: Q2 2026 in Review

MJP Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.46% in Q2 2026, buying an estimated $84K and bringing the position to 51,016 shares worth $18.9M. The position accounts for 2.07% of the portfolio, ranked #13.

MJP Associates first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MJP Associates held 51,016 shares of Vanguard Morningstar Total Stock Market ETF worth $18.9M as of Q2 2026.
  • MJP Associates bought 235 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $84K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.07% of MJP Associates's portfolio in Q2 2026, its #13 holding.
  • MJP Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.