MTM Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MTM Investment 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	$1M	Buy	2,705 +2,624	+3,240%	+$938K	0.29%	87
2026 Q1	$26K	Sell	81 -7	-8%	-$2.35K	0.01%	409
2025 Q4	$29.5K	Sell	88 -5	-5%	-$1.66K	0.01%	398
2025 Q3	$30.5K	Hold	93	–	–	0.01%	403
2025 Q2	$28.3K	Hold	93	–	–	0.01%	401
2025 Q1	$25.6K	Hold	93	–	–	0.01%	238
2024 Q4	$27K	Sell	93 -5	-5%	-$1.46K	0.01%	230
2024 Q3	$27.7K	Buy	98 +4	+4%	+$1.09K	0.01%	236
2024 Q2	$25.1K	Hold	94	–	–	0.01%	230
2024 Q1	$24.4K	Hold	94	–	–	0.01%	240
2023 Q4	$22.3K	Hold	94	–	–	0.01%	228
2023 Q3	$20K	Hold	94	–	–	0.01%	224
2023 Q2	$20.7K	Buy	94 +38	+68%	+$7.93K	0.01%	233
2023 Q1	$11.4K	Hold	56	–	–	0.01%	243
2022 Q4	$10.7K	Hold	56	–	–	0.01%	245
2022 Q3	$10K	Hold	56	–	–	0.01%	239
2022 Q2	$11K	Hold	56	–	–	0.01%	246
2022 Q1	$13K	Hold	56	–	–	0.01%	257
2021 Q4	$14K	Hold	56	–	–	0.01%	257
2021 Q3	$12K	Hold	56	–	–	0.01%	239
2021 Q2	$12K	Hold	56	–	–	0.01%	234
2021 Q1	$12K	Buy	+56	New	+$11.3K	0.01%	228

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

MTM Investment Management's VTI Position: Q2 2026 in Review

MTM Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3,240% in Q2 2026, buying an estimated $938K and bringing the position to 2,705 shares worth $1M. The position accounts for 0.29% of the portfolio, ranked #87.

MTM Investment Management first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MTM Investment Management held 2,705 shares of Vanguard Morningstar Total Stock Market ETF worth $1M as of Q2 2026.
MTM Investment Management bought 2,624 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $938K.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of MTM Investment Management's portfolio in Q2 2026, its #87 holding.
MTM Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.