Muirfield Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Muirfield Wealth 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 Q1	$2.03M	Sell	6,324 -447	-7%	-$150K	1.49%	17
2025 Q4	$2.27M	Sell	6,771 -326	-5%	-$108K	1.67%	17
2025 Q3	$2.33M	Buy	7,097 +57	+0.8%	+$18K	1.73%	19
2025 Q2	$2.14M	Buy	7,040 +1,350	+24%	+$380K	1.7%	19
2025 Q1	$1.56M	Sell	5,690 -575	-9%	-$167K	1.33%	19
2024 Q4	$1.82M	Sell	6,265 -500	-7%	-$146K	1.5%	18
2024 Q3	$1.92M	Sell	6,765 -461	-6%	-$126K	1.63%	17
2024 Q2	$1.93M	Buy	7,226 +1,410	+24%	+$365K	1.81%	15
2024 Q1	$1.51M	Sell	5,816 -20	-0.3%	-$4.95K	1.46%	17
2023 Q4	$1.38M	Buy	+5,836	New	+$1.29M	1.47%	17

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Muirfield Wealth Advisors's VTI Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 6.6% in Q1 2026, selling an estimated $150K and leaving 6,324 shares worth $2.03M. The position accounts for 1.49% of the portfolio, ranked #17.

Muirfield Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.33M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Muirfield Wealth Advisors held 6,324 shares of Vanguard Total Stock Market ETF worth $2.03M as of Q1 2026.
Muirfield Wealth Advisors sold 447 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $150K.
Vanguard Total Stock Market ETF made up 1.49% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Muirfield Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $2.33M in Q3 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.