MV Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MV Capital 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	$87.7K	Hold	237	–	–	0.01%	266
2026 Q1	$76K	Hold	237	–	–	0.01%	274
2025 Q4	$79.5K	Hold	237	–	–	0.01%	262
2025 Q3	$77.8K	Buy	+237	New	+$74.9K	0.01%	260
2022 Q4	–	Sell	-3,062	Closed	-$550K	–	686
2022 Q3	$550K	Hold	3,062	–	–	0.09%	89
2022 Q2	$578K	Sell	3,062 -650	-18%	-$134K	0.1%	91
2022 Q1	$845K	Hold	3,712	–	–	0.13%	87
2021 Q4	$896K	Hold	3,712	–	–	0.13%	82
2021 Q3	$824K	Hold	3,712	–	–	0.14%	84
2021 Q2	$827K	Buy	3,712 +3,525	+1,885%	+$765K	0.14%	83
2021 Q1	$39K	Hold	187	–	–	0.01%	183
2020 Q4	$36K	Hold	187	–	–	0.01%	178
2020 Q3	$32K	Hold	187	–	–	0.01%	170
2020 Q2	$29K	Hold	187	–	–	0.01%	177
2020 Q1	$24K	Hold	187	–	–	0.01%	179
2019 Q4	$31K	Hold	187	–	–	0.01%	187
2019 Q3	$28K	Hold	187	–	–	0.01%	185
2019 Q2	$28K	Hold	187	–	–	0.01%	178
2019 Q1	$27K	Hold	187	–	–	0.01%	173
2018 Q4	$24K	Hold	187	–	–	0.01%	181
2018 Q3	$28K	Hold	187	–	–	0.01%	185
2018 Q2	$26K	Hold	187	–	–	0.01%	192
2018 Q1	$25K	Sell	187 -13	-7%	-$1.82K	0.01%	192
2017 Q4	$27K	Hold	200	–	–	0.01%	194
2017 Q3	$26K	Hold	200	–	–	0.01%	190
2017 Q2	$25K	Hold	200	–	–	0.01%	194
2017 Q1	$24K	Buy	+200	New	+$24K	0.01%	191

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

MV Capital Management's VTI Position: Q2 2026 in Review

MV Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 237 shares worth $87.7K. The position accounts for 0.01% of the portfolio, ranked #266.

MV Capital Management first reported a position in VTI in Q1 2017 and has held it in 27 quarters since. The position peaked at $896K in Q4 2021. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MV Capital Management held 237 shares of Vanguard Morningstar Total Stock Market ETF worth $87.7K as of Q2 2026.
MV Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #266 holding.
MV Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and has held it in 27 quarters since.
MV Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $896K in Q4 2021.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.