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

Modern 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 		$129M Buy
349,601
+51,841
+17% +$18.5M 1.54% 12
2026
Q1 		$96.2M Sell
297,760
-7,398
-2% -$2.48M 1.65% 8
2025
Q4 		$102M Buy
305,158
+7,466
+3% +$2.48M 1.87% 8
2025
Q3 		$97.7M Buy
297,692
+2,631
+0.9% +$831K 1.93% 9
2025
Q2 		$89.7M Buy
295,061
+8,771
+3% +$2.47M 2.21% 5
2025
Q1 		$78.7M Buy
286,290
+205,168
+253% +$59.6M 2.51% 6
2024
Q4 		$23.5M Buy
81,122
+27,269
+51% +$7.96M 0.88% 27
2024
Q3 		$15.2M Buy
53,853
+3,619
+7% +$987K 0.93% 23
2024
Q2 		$13.4M Buy
50,234
+3,966
+9% +$1.03M 0.99% 22
2024
Q1 		$12M Buy
46,268
+14,280
+45% +$3.53M 1.12% 17
2023
Q4 		$7.59M Buy
+31,988
New +$7.07M 0.96% 18

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

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

Modern Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, buying an estimated $18.5M and bringing the position to 349,601 shares worth $129M. The position accounts for 1.54% of the portfolio, ranked #12.

Modern Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Modern Wealth Management held 349,601 shares of Vanguard Morningstar Total Stock Market ETF worth $129M as of Q2 2026.
  • Modern Wealth Management bought 51,841 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $18.5M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.54% of Modern Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Modern Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.