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MMBG Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MMBG Investment Advisors’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 		$326K Hold
880
– – 0.03% 160
2026
Q1 		$282K Hold
880
– – 0.03% 161
2025
Q4 		$295K Buy
+880
New +$293K 0.02% 163

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MMBG Investment Advisors's VTI Position: Q2 2026 in Review

MMBG Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 880 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #160.

MMBG Investment Advisors first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 2,968 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MMBG Investment Advisors held 880 shares of Vanguard Morningstar Total Stock Market ETF worth $326K as of Q2 2026.
  • MMBG Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of MMBG Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • MMBG Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,968 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.