Mowery & Schoenfeld Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mowery & Schoenfeld 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	$208K	Hold	562	–	–	0.28%	60
2026 Q1	$180K	Hold	562	–	–	0.28%	59
2025 Q4	$188K	Hold	562	–	–	0.27%	59
2025 Q3	$184K	Hold	562	–	–	0.32%	55
2025 Q2	$171K	Hold	562	–	–	0.26%	52
2025 Q1	$154K	Hold	562	–	–	0.3%	58
2024 Q4	$163K	Hold	562	–	–	0.32%	54
2024 Q3	$159K	Hold	562	–	–	0.25%	48
2024 Q2	$150K	Hold	562	–	–	0.22%	47
2024 Q1	$146K	Hold	562	–	–	0.28%	42
2023 Q4	$133K	Buy	+562	New	+$124K	0.27%	46

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

Mowery & Schoenfeld Wealth Management's VTI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 562 shares worth $208K. The position accounts for 0.28% of the portfolio, ranked #60.

Mowery & Schoenfeld Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 562 shares of Vanguard Morningstar Total Stock Market ETF worth $208K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #60 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.