Montz Harcus Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Montz Harcus 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	$2.06M	Buy	5,575 +6	+0.1%	+$2.15K	0.73%	20
2026 Q1	$1.79M	Buy	5,569 +4,328	+349%	+$1.45M	0.72%	22
2025 Q4	$416K	Buy	1,241 +50	+4%	+$16.6K	0.17%	52
2025 Q3	$391K	Buy	1,191 +1	+0.1%	+$316	0.17%	52
2025 Q2	$362K	Sell	1,190 -11	-0.9%	-$3.09K	0.17%	49
2025 Q1	$330K	Buy	1,201 +16	+1%	+$4.65K	0.18%	50
2024 Q4	$343K	Buy	1,185 +4	+0.3%	+$1.17K	0.19%	48
2024 Q3	$335K	Buy	1,181 +1	+0.1%	+$273	0.2%	50
2024 Q2	$316K	Buy	1,180 +193	+20%	+$50K	0.2%	46
2024 Q1	$257K	Buy	987 +1	+0.1%	+$247	0.17%	51
2023 Q4	$234K	Buy	986 +2	+0.2%	+$442	0.18%	46
2023 Q3	$209K	Buy	984 +2	+0.2%	+$443	0.18%	50
2023 Q2	$216K	Buy	982 +1	+0.1%	+$209	0.18%	54
2023 Q1	$200K	Buy	+981	New	+$196K	0.19%	52

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montz Harcus Wealth Management's VTI Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.11% in Q2 2026, buying an estimated $2.15K and bringing the position to 5,575 shares worth $2.06M. The position accounts for 0.73% of the portfolio, ranked #20.

Montz Harcus Wealth Management first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Montz Harcus Wealth Management held 5,575 shares of Vanguard Morningstar Total Stock Market ETF worth $2.06M as of Q2 2026.
Montz Harcus Wealth Management bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.73% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #20 holding.
Montz Harcus Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.