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Monetary Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Monetary Solutions’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 		$179K Hold
483
– – 0.15% 66
2026
Q1 		$155K Hold
483
– – 0.15% 65
2025
Q4 		$162K Buy
+483
New +$161K 0.16% 60

Other funds holding VTI

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
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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM

Monetary Solutions's VTI Position: Q2 2026 in Review

Monetary Solutions held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 483 shares worth $179K. The position accounts for 0.15% of the portfolio, ranked #66.

Monetary Solutions first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,224 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Monetary Solutions held 483 shares of Vanguard Morningstar Total Stock Market ETF worth $179K as of Q2 2026.
  • Monetary Solutions left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Monetary Solutions's portfolio in Q2 2026, its #66 holding.
  • Monetary Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,224 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.