Mount Yale Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mount Yale Investment Advisors’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	$21.8M	Sell	58,925 -1,291	-2%	-$462K	0.4%	53
2026 Q1	$19.3M	Buy	60,216 +56,313	+1,443%	+$18.9M	0.45%	46
2025 Q4	$1.31M	Buy	+3,903	New	+$1.3M	0.06%	265
2025 Q3	–	Sell	-431	Closed	-$131K	–	1585
2025 Q2	$131K	Buy	+431	New	+$121K	0.01%	615
2023 Q1	–	Sell	-9,438	Closed	-$1.8M	–	536
2022 Q4	$1.8M	Buy	+9,438	New	+$1.82M	0.2%	110
2018 Q3	–	Sell	-233	Closed	-$33K	–	1010
2018 Q2	$33K	Buy	+233	New	+$32.5K	0.01%	711

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

Mount Yale Investment Advisors's VTI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $462K and leaving 58,925 shares worth $21.8M. The position accounts for 0.4% of the portfolio, ranked #53.

Mount Yale Investment Advisors first reported a position in VTI in Q2 2018 and has held it in 6 quarters since. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mount Yale Investment Advisors held 58,925 shares of Vanguard Morningstar Total Stock Market ETF worth $21.8M as of Q2 2026.
Mount Yale Investment Advisors sold 1,291 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $462K.
Vanguard Morningstar Total Stock Market ETF made up 0.4% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #53 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 6 quarters since.
3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.