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MJT & Associates Financial Advisory’s Vanguard 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
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

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MJT & Associates Financial Advisory's VTI Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 35 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #171.

MJT & Associates Financial Advisory first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.3K in Q2 2025. 715 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MJT & Associates Financial Advisory held 35 shares of Vanguard Total Stock Market ETF worth $12.7K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #171 holding.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Vanguard Total Stock Market ETF position peaked at $28.3K in Q2 2025.
  • 715 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.