MIM
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Moseley Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Moseley Investment 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
Q1 		$3.48M Buy
10,841
+447
+4% +$150K 1.11% 21
2025
Q4 		$3.48M Buy
10,394
+378
+4% +$126K 1.08% 22
2025
Q3 		$3.29M Buy
10,016
+980
+11% +$310K 1% 24
2025
Q2 		$2.75M Buy
9,036
+703
+8% +$198K 0.95% 24
2025
Q1 		$2.29M Sell
8,333
-966
-10% -$281K 0.9% 28
2024
Q4 		$2.69M Buy
9,299
+584
+7% +$170K 1.05% 19
2024
Q3 		$2.47M Buy
8,715
+722
+9% +$197K 0.98% 22
2024
Q2 		$2.14M Buy
7,993
+1,074
+16% +$278K 0.99% 23
2024
Q1 		$1.8M Buy
6,919
+2,126
+44% +$526K 0.89% 29
2023
Q4 		$1.14M Buy
4,793
+555
+13% +$123K 0.63% 42
2023
Q3 		$900K Buy
4,238
+7
+0.2% +$1.55K 0.54% 47
2023
Q2 		$932K Buy
4,231
+36
+0.9% +$7.51K 0.54% 48
2023
Q1 		$856K Sell
4,195
-354
-8% -$70.9K 0.56% 47
2022
Q4 		$870K Buy
4,549
+373
+9% +$71.9K 0.62% 40
2022
Q3 		$749K Buy
4,176
+680
+19% +$136K 0.55% 46
2022
Q2 		$659K Buy
3,496
+657
+23% +$135K 0.46% 56
2022
Q1 		$646K Buy
2,839
+306
+12% +$68.8K 0.35% 75
2021
Q4 		$612K Buy
2,533
+103
+4% +$24.3K 0.28% 89
2021
Q3 		$547K Buy
2,430
+123
+5% +$28K 0.27% 95
2021
Q2 		$514K Buy
2,307
+124
+6% +$26.9K 0.25% 97
2021
Q1 		$451K Buy
2,183
+22
+1% +$4.45K 0.25% 99
2020
Q4 		$421K Sell
2,161
-485
-18% -$88.7K 0.24% 99
2020
Q3 		$451K Sell
2,646
-441
-14% -$74.2K 0.32% 80
2020
Q2 		$483K Buy
3,087
+3
+0.1% +$442 0.4% 68
2020
Q1 		$398K Buy
3,084
+169
+6% +$26.1K 0.47% 63
2019
Q4 		$477K Buy
2,915
+2
+0.1% +$313 0.47% 63
2019
Q3 		$440K Buy
2,913
+22
+0.8% +$3.32K 0.46% 63
2019
Q2 		$434K Buy
2,891
+69
+2% +$10.2K 0.4% 71
2019
Q1 		$408K Buy
+2,822
New +$394K 0.42% 65

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moseley Investment Management's VTI Position: Q1 2026 in Review

Moseley Investment Management increased its Vanguard Total Stock Market ETF (VTI) stake by 4.3% in Q1 2026, buying an estimated $150K and bringing the position to 10,841 shares worth $3.48M. The position accounts for 1.11% of the portfolio, ranked #21.

Moseley Investment Management first reported a position in VTI in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.48M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Moseley Investment Management held 10,841 shares of Vanguard Total Stock Market ETF worth $3.48M as of Q1 2026.
  • Moseley Investment Management bought 447 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $150K.
  • Vanguard Total Stock Market ETF made up 1.11% of Moseley Investment Management's portfolio in Q1 2026, its #21 holding.
  • Moseley Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Vanguard Total Stock Market ETF position peaked at $3.48M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.