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

Moulton 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 		$12.6M Buy
33,953
+18,825
+124% +$6.73M 8.27% 4
2026
Q1 		$4.89M Sell
15,128
-11,868
-44% -$3.98M 3.33% 6
2025
Q4 		$9.08M Sell
26,996
-1,442
-5% -$480K 8.6% 4
2025
Q3 		$9.33M Sell
28,438
-7,977
-22% -$2.52M 6.79% 6
2025
Q2 		$11.2M Buy
36,415
+26,464
+266% +$7.44M 8.48% 2
2025
Q1 		$2.73M Sell
9,951
-24,797
-71% -$7.2M 2.09% 14
2024
Q4 		$10.1M Buy
34,748
+15,252
+78% +$4.45M 7.73% 5
2024
Q3 		$5.51M Buy
19,496
+18,552
+1,965% +$5.06M 4.6% 4
2024
Q2 		$259K Buy
+944
New +$244K 0.23% 28
2022
Q3 		– Sell
-5,534
Closed -$1.26M – 18
2022
Q2 		$1.26M Hold
5,534
– – 1.32% 13
2022
Q1 		$1.26M Sell
5,534
-20,648
-79% -$4.64M 1.32% 13
2021
Q4 		$6.34M Buy
26,182
+2,168
+9% +$512K 4.64% 7
2021
Q3 		$5.41M Buy
24,014
+1,162
+5% +$265K 4.04% 8
2021
Q2 		$5.09M Sell
22,852
-10,119
-31% -$2.2M 3.72% 13
2021
Q1 		$6.98M Buy
32,971
+9,217
+39% +$1.86M 5.27% 8
2020
Q4 		$4.71M Buy
+23,754
New +$4.34M 3.79% 12
2020
Q1 		– Sell
-46,766
Closed -$7.67M – 28
2019
Q4 		$7.67M Buy
+46,766
New +$7.33M 6.34% 4

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

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

Moulton Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 124% in Q2 2026, buying an estimated $6.73M and bringing the position to 33,953 shares worth $12.6M. The position accounts for 8.27% of the portfolio, ranked #4.

Moulton Wealth Management first reported a position in VTI in Q4 2019 and has held it in 17 quarters since. 1,019 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Moulton Wealth Management held 33,953 shares of Vanguard Total Stock Market ETF worth $12.6M as of Q2 2026.
  • Moulton Wealth Management bought 18,825 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $6.73M.
  • Vanguard Total Stock Market ETF made up 8.27% of Moulton Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Moulton Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.