MSF
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Mustard Seed Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mustard Seed Financial’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 		$231K Buy
719
+4
+0.6% +$1.34K 0.14% 86
2025
Q4 		$240K Sell
715
-21
-3% -$6.99K 0.15% 78
2025
Q3 		$242K Hold
736
– – 0.16% 80
2025
Q2 		$224K Buy
+736
New +$207K 0.16% 76

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mustard Seed Financial's VTI Position: Q1 2026 in Review

Mustard Seed Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.56% in Q1 2026, buying an estimated $1.34K and bringing the position to 719 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #86.

Mustard Seed Financial first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $242K in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Mustard Seed Financial held 719 shares of Vanguard Morningstar Total Stock Market ETF worth $231K as of Q1 2026.
  • Mustard Seed Financial bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Mustard Seed Financial's portfolio in Q1 2026, its #86 holding.
  • Mustard Seed Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Mustard Seed Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $242K in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.