Mullaney, Keating & Wright’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mullaney, Keating & Wright’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	$1.98M	Sell	5,348 -32	-0.6%	-$11.4K	0.96%	20
2026 Q1	$1.73M	Buy	5,380 +1	+0%	+$336	0.94%	21
2025 Q4	$1.8M	Buy	5,379 +1	+0%	+$333	0.95%	21
2025 Q3	$1.76M	Hold	5,378	–	–	0.98%	20
2025 Q2	$1.63M	Hold	5,378	–	–	1.07%	19
2025 Q1	$1.48M	Buy	5,378 +1	+0%	+$291	1%	18
2024 Q4	$1.56M	Sell	5,377 -327	-6%	-$95.4K	1.05%	16
2024 Q3	$1.62M	Buy	5,704 +1	+0%	+$273	1.12%	15
2024 Q2	$1.53M	Buy	+5,703	New	+$1.48M	1.18%	14

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

Mullaney, Keating & Wright's VTI Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.59% in Q2 2026, selling an estimated $11.4K and leaving 5,348 shares worth $1.98M. The position accounts for 0.96% of the portfolio, ranked #20.

Mullaney, Keating & Wright first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Mullaney, Keating & Wright held 5,348 shares of Vanguard Morningstar Total Stock Market ETF worth $1.98M as of Q2 2026.
Mullaney, Keating & Wright sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.96% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #20 holding.
Mullaney, Keating & Wright first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.