MPS Loria Financial Planners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MPS Loria Financial Planners’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	$253K	Buy	684 +1	+0.1%	+$358	0.06%	81
2026 Q1	$219K	Sell	683 -10	-1%	-$3.35K	0.06%	84
2025 Q4	$233K	Buy	693 +2	+0.3%	+$665	0.06%	80
2025 Q3	$227K	Buy	691 +15	+2%	+$4.74K	0.06%	76
2025 Q2	$206K	Buy	+676	New	+$190K	0.06%	79
2024 Q4	–	Sell	-746	Closed	-$211K	–	84
2024 Q3	$211K	Buy	+746	New	+$203K	0.06%	80
2021 Q2	–	Sell	-789	Closed	-$163K	–	552
2021 Q1	$163K	Buy	789 +69	+10%	+$14K	0.08%	92
2020 Q4	$138K	Buy	720 +2	+0.3%	+$366	0.06%	99
2020 Q3	$122K	Buy	718 +3	+0.4%	+$505	0.06%	94
2020 Q2	$112K	Buy	+715	New	+$105K	0.06%	93
2017 Q3	–	Sell	-409	Closed	-$52K	–	335
2017 Q2	$52K	Buy	+409	New	+$50.4K	0.03%	148

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

MPS Loria Financial Planners's VTI Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q2 2026, buying an estimated $358 and bringing the position to 684 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #81.

MPS Loria Financial Planners first reported a position in VTI in Q2 2017 and has held it in 11 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MPS Loria Financial Planners held 684 shares of Vanguard Morningstar Total Stock Market ETF worth $253K as of Q2 2026.
MPS Loria Financial Planners bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of MPS Loria Financial Planners's portfolio in Q2 2026, its #81 holding.
MPS Loria Financial Planners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 11 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.