Moulton Wealth Management’s Vanguard Morningstar 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

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

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

Moulton Wealth Management increased its Vanguard Morningstar 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. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Moulton Wealth Management held 33,953 shares of Vanguard Morningstar Total Stock Market ETF worth $12.6M as of Q2 2026.
Moulton Wealth Management bought 18,825 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.73M.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2019 and has held it in 17 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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