MCA
VTI icon

MSH Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MSH Capital 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 		$3.08M Buy
8,318
+704
+9% +$252K 0.54% 52
2026
Q1 		$2.44M Buy
7,614
+5,395
+243% +$1.81M 0.52% 56
2025
Q4 		$744K Buy
2,219
+642
+41% +$214K 0.16% 145
2025
Q3 		$517K Buy
1,577
+4
+0.3% +$1.26K 0.14% 164
2025
Q2 		$478K Sell
1,573
-46
-3% -$12.9K 0.14% 168
2025
Q1 		$445K Sell
1,619
-262
-14% -$76.1K 0.14% 158
2024
Q4 		$545K Buy
1,881
+281
+18% +$82K 0.17% 141
2024
Q3 		$453K Sell
1,600
-324
-17% -$88.4K 0.14% 160
2024
Q2 		$515K Sell
1,924
-334
-15% -$86.4K 0.17% 131
2024
Q1 		$587K Buy
2,258
+340
+18% +$84.1K 0.21% 114
2023
Q4 		$455K Buy
1,918
+391
+26% +$86.4K 0.17% 129
2023
Q3 		$324K Sell
1,527
-22
-1% -$4.87K 0.13% 163
2023
Q2 		$341K Buy
1,549
+156
+11% +$32.5K 0.13% 163
2023
Q1 		$284K Sell
1,393
-150
-10% -$30K 0.12% 165
2022
Q4 		$295K Sell
1,543
-356
-19% -$68.6K 0.13% 152
2022
Q3 		$341K Buy
1,899
+14
+0.7% +$2.79K 0.17% 122
2022
Q2 		$355K Buy
1,885
+26
+1% +$5.34K 0.17% 131
2022
Q1 		$423K Buy
1,859
+388
+26% +$87.3K 0.17% 124
2021
Q4 		$355K Buy
+1,471
New +$347K 0.16% 133

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

MSH Capital Advisors's VTI Position: Q2 2026 in Review

MSH Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.2% in Q2 2026, buying an estimated $252K and bringing the position to 8,318 shares worth $3.08M. The position accounts for 0.54% of the portfolio, ranked #52.

MSH Capital Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MSH Capital Advisors held 8,318 shares of Vanguard Morningstar Total Stock Market ETF worth $3.08M as of Q2 2026.
  • MSH Capital Advisors bought 704 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $252K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.54% of MSH Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • MSH Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.