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MPWM Advisory Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MPWM Advisory Solutions’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 		$1.06M Buy
2,860
+1
+0% +$358 0.48% 37
2026
Q1 		$917K Sell
2,859
-752
-21% -$252K 0.49% 38
2025
Q4 		$1.21M Sell
3,611
-25
-0.7% -$8.32K 0.67% 27
2025
Q3 		$1.19M Sell
3,636
-39
-1% -$12.3K 0.71% 24
2025
Q2 		$1.12M Buy
3,675
+2,250
+158% +$633K 0.71% 27
2025
Q1 		$392K Buy
1,425
+7
+0.5% +$2.03K 0.28% 46
2024
Q4 		$411K Buy
+1,418
New +$414K 0.3% 44

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MPWM Advisory Solutions's VTI Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q2 2026, buying an estimated $358 and bringing the position to 2,860 shares worth $1.06M. The position accounts for 0.48% of the portfolio, ranked #37.

MPWM Advisory Solutions first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MPWM Advisory Solutions held 2,860 shares of Vanguard Morningstar Total Stock Market ETF worth $1.06M as of Q2 2026.
  • MPWM Advisory Solutions bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 0.48% of MPWM Advisory Solutions's portfolio in Q2 2026, its #37 holding.
  • MPWM Advisory Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Vanguard Morningstar Total Stock Market ETF position peaked at $1.21M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.