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

Mosley 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	$1.57M	Sell	4,234 -9,896	-70%	-$3.54M	0.5%	38
2026 Q1	$4.64M	Sell	14,130 -2	-0%	-$671	2.1%	11
2025 Q4	$4.69M	Buy	+14,132	New	+$4.7M	2.15%	11
2024 Q4	$4.04M	Buy	13,530 +481	+4%	+$140K	2.5%	8
2024 Q3	$3.76M	Buy	13,049 +1,234	+10%	+$337K	2.57%	8
2024 Q2	$3.16M	Buy	11,815 +918	+8%	+$238K	2.69%	7
2024 Q1	$2.83M	Buy	10,897 +999	+10%	+$247K	2.66%	9
2023 Q4	$2.35M	Buy	+9,898	New	+$2.19M	2.32%	11

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Mosley Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 70% in Q2 2026, selling an estimated $3.54M and leaving 4,234 shares worth $1.57M. The position accounts for 0.5% of the portfolio, ranked #38.

Mosley Wealth Management first reported a position in VTI in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.69M in Q4 2025. 2,585 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mosley Wealth Management held 4,234 shares of Vanguard Morningstar Total Stock Market ETF worth $1.57M as of Q2 2026.
Mosley Wealth Management sold 9,896 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.54M.
Vanguard Morningstar Total Stock Market ETF made up 0.5% of Mosley Wealth Management's portfolio in Q2 2026, its #38 holding.
Mosley Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.69M in Q4 2025.
2,585 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.