Muirfield Wealth Advisors’s Vanguard Morningstar 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 Q2	$2.14M	Sell	5,787 -537	-8%	-$192K	1.4%	18
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 $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

Muirfield Wealth Advisors's VTI Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.5% in Q2 2026, selling an estimated $192K and leaving 5,787 shares worth $2.14M. The position accounts for 1.4% of the portfolio, ranked #18.

Muirfield Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q3 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Muirfield Wealth Advisors held 5,787 shares of Vanguard Morningstar Total Stock Market ETF worth $2.14M as of Q2 2026.
Muirfield Wealth Advisors sold 537 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $192K.
Vanguard Morningstar Total Stock Market ETF made up 1.4% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Muirfield Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Muirfield Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.33M in Q3 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.