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

MorganRosel 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 		$55.9M Buy
151,049
+1,597
+1% +$571K 18.87% 1
2026
Q1 		$47.9M Sell
149,452
-89,775
-38% -$30.1M 18.91% 1
2025
Q4 		$80.2M Sell
239,227
-252
-0.1% -$83.8K 20.07% 1
2025
Q3 		$78.6M Buy
239,479
+1,181
+0.5% +$373K 20.36% 1
2025
Q2 		$72.4M Buy
238,298
+10,388
+5% +$2.92M 19.74% 1
2025
Q1 		$62.6M Buy
227,910
+5,847
+3% +$1.7M 19.01% 1
2024
Q4 		$64.4M Sell
222,063
-3,620
-2% -$1.06M 21.12% 1
2024
Q3 		$63.9M Sell
225,683
-1,707
-0.8% -$466K 21.07% 1
2024
Q2 		$60.8M Buy
227,390
+1,313
+0.6% +$340K 21.48% 1
2024
Q1 		$58.8M Sell
226,077
-12,802
-5% -$3.17M 20.96% 1
2023
Q4 		$56.7M Buy
238,879
+22,935
+11% +$5.07M 21.92% 1
2023
Q3 		$45.9M Sell
215,944
-2,218
-1% -$491K 19.15% 1
2023
Q2 		$48.1M Buy
218,162
+6,765
+3% +$1.41M 19.6% 1
2023
Q1 		$43.1M Buy
211,397
+17,616
+9% +$3.53M 18.41% 1
2022
Q4 		$37M Buy
193,781
+9,175
+5% +$1.77M 17.06% 1
2022
Q3 		$33.1M Buy
184,606
+29,040
+19% +$5.79M 16.62% 1
2022
Q2 		$29.3M Buy
155,566
+4,376
+3% +$899K 15.7% 1
2022
Q1 		$34.4M Buy
151,190
+20,350
+16% +$4.58M 16.69% 1
2021
Q4 		$31.6M Buy
130,840
+11,746
+10% +$2.77M 15.36% 1
2021
Q3 		$26.4M Buy
119,094
+7,593
+7% +$1.73M 14.44% 1
2021
Q2 		$24.8M Buy
111,501
+9,283
+9% +$2.01M 13.94% 1
2021
Q1 		$21.1M Buy
102,218
+2,601
+3% +$526K 13.31% 1
2020
Q4 		$19.4M Buy
99,617
+5,802
+6% +$1.06M 13.64% 1
2020
Q3 		$16M Sell
93,815
-269
-0.3% -$45.2K 12.86% 1
2020
Q2 		$14.7M Sell
94,084
-5,418
-5% -$799K 13.62% 1
2020
Q1 		$12.8M Sell
99,502
-2,979
-3% -$461K 14.63% 1
2019
Q4 		$16.8M Buy
102,481
+1,439
+1% +$225K 12.73% 1
2019
Q3 		$15.3M Sell
101,042
-3,281
-3% -$495K 12.52% 1
2019
Q2 		$15.7M Sell
104,323
-1,735
-2% -$256K 12.9% 1
2019
Q1 		$15.3M Buy
106,058
+9,052
+9% +$1.26M 13.02% 1
2018
Q4 		$12.4M Buy
+97,006
New +$13.4M 12.81% 2

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

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

MorganRosel Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $571K and bringing the position to 151,049 shares worth $55.9M. The position accounts for 18.87% of the portfolio, ranked #1.

MorganRosel Wealth Management first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $80.2M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MorganRosel Wealth Management held 151,049 shares of Vanguard Morningstar Total Stock Market ETF worth $55.9M as of Q2 2026.
  • MorganRosel Wealth Management bought 1,597 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $571K.
  • Vanguard Morningstar Total Stock Market ETF made up 18.87% of MorganRosel Wealth Management's portfolio in Q2 2026, its #1 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • MorganRosel Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $80.2M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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