MF
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Montis Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Montis Financial’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 		$7.03M Sell
19,001
-6
-0% -$2.15K 1.44% 18
2026
Q1 		$6.1M Sell
19,007
-1,130
-6% -$379K 1.26% 20
2025
Q4 		$6.75M Sell
20,137
-107
-0.5% -$35.6K 1.33% 17
2025
Q3 		$6.64M Sell
20,244
-14
-0.1% -$4.42K 1.53% 16
2025
Q2 		$6.16M Sell
20,258
-2,421
-11% -$681K 1.71% 14
2025
Q1 		$6.23M Buy
22,679
+6,559
+41% +$1.91M 1.83% 15
2024
Q4 		$4.67M Hold
16,120
– – 1.44% 17
2024
Q3 		$4.56M Buy
16,120
+538
+3% +$147K 1.62% 16
2024
Q2 		$4.17M Sell
15,582
-8,000
-34% -$2.07M 1.91% 10
2024
Q1 		$6.13M Buy
23,582
+18
+0.1% +$4.45K 2.91% 9
2023
Q4 		$5.59M Hold
23,564
– – 3.32% 8
2023
Q3 		$5.01M Sell
23,564
-73
-0.3% -$16.2K 3.35% 8
2023
Q2 		$5.21M Sell
23,637
-429
-2% -$89.5K 3.43% 8
2023
Q1 		$4.91M Hold
24,066
– – 3.8% 6
2022
Q4 		$4.6M Buy
24,066
+8
+0% +$1.54K 3.9% 6
2022
Q3 		$4.32M Sell
24,058
-146
-0.6% -$29.1K 4.16% 5
2022
Q2 		$4.57M Buy
24,204
+163
+0.7% +$33.5K 4.27% 5
2022
Q1 		$5.47M Hold
24,041
– – 4.27% 5
2021
Q4 		$5.8M Hold
24,041
– – 4.21% 5
2021
Q3 		$5.33M Buy
24,041
+320
+1% +$73K 4.53% 5
2021
Q2 		$5.29M Buy
23,721
+1,455
+7% +$316K 4.38% 5
2021
Q1 		$4.66M Sell
22,266
-237
-1% -$48K 4.34% 6
2020
Q4 		$4.41M Buy
+22,503
New +$4.11M 4.4% 5

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

Montis Financial's VTI Position: Q2 2026 in Review

Montis Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q2 2026, selling an estimated $2.15K and leaving 19,001 shares worth $7.03M. The position accounts for 1.44% of the portfolio, ranked #18.

Montis Financial first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Montis Financial held 19,001 shares of Vanguard Morningstar Total Stock Market ETF worth $7.03M as of Q2 2026.
  • Montis Financial sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.44% of Montis Financial's portfolio in Q2 2026, its #18 holding.
  • Montis Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.