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MJT & Associates Financial Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MJT & Associates Financial Advisory’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 		$12.8K Hold
35
– – 0.01% 165
2026
Q2 		$12.7K Hold
35
– – 0.01% 171
2026
Q1 		$11K Hold
35
– – 0.01% 166
2025
Q4 		$11.5K Hold
35
– – 0.01% 173
2025
Q3 		$11.2K Sell
35
-58
-62% -$18.3K 0.01% 181
2025
Q2 		$28.3K Buy
93
+58
+166% +$16.3K 0.04% 127
2025
Q1 		$9.4K Buy
+35
New +$10.2K 0.01% 215

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

MJT & Associates Financial Advisory's VTI Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 35 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #165.

MJT & Associates Financial Advisory first reported a position in VTI in Q1 2025 and has held it in 7 quarters since. The position peaked at $28.3K in Q2 2025. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • MJT & Associates Financial Advisory held 35 shares of Vanguard Morningstar Total Stock Market ETF worth $12.8K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #165 holding.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $28.3K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.