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MYCIO Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MYCIO Wealth Partners’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 		$819K Buy
2,212
+1,215
+122% +$434K 0.15% 30
2026
Q1 		$320K Buy
997
+632
+173% +$212K 0.06% 39
2025
Q4 		$122K Buy
+365
New +$121K 0.03% 44
2020
Q1 		– Sell
-32,608
Closed -$5.33M – 392
2019
Q4 		$5.33M Buy
32,608
+30,922
+1,834% +$4.84M 0.35% 45
2019
Q3 		$255K Buy
1,686
+7
+0.4% +$1.05K 0.02% 268
2019
Q2 		$252K Buy
1,679
+1
+0.1% +$147 0.02% 268
2019
Q1 		$243K Sell
1,678
-391
-19% -$54.6K 0.02% 251
2018
Q4 		$264K Buy
2,069
+14
+0.7% +$1.93K 0.02% 225
2018
Q3 		$307K Sell
2,055
-5,293
-72% -$779K 0.03% 212
2018
Q2 		$1.03M Buy
7,348
+4,831
+192% +$674K 0.11% 90
2018
Q1 		$342K Sell
2,517
-925
-27% -$130K 0.04% 168
2017
Q4 		$475K Buy
3,442
+283
+9% +$37.9K 0.05% 142
2017
Q3 		$410K Buy
3,159
+779
+33% +$98.7K 0.05% 156
2017
Q2 		$296K Buy
+2,380
New +$293K 0.03% 179
2016
Q4 		– Sell
-281
Closed -$31K – 653
2016
Q3 		$31K Buy
281
+2
+0.7% +$222 0.01% 418
2016
Q2 		$30K Buy
279
+1
+0.4% +$106 0.01% 406
2016
Q1 		$29K Buy
278
+1
+0.4% +$99 0.01% 389
2015
Q4 		$29K Buy
277
+3
+1% +$316 0.01% 362
2015
Q3 		$27K Buy
274
+1
+0.4% +$105 0.01% 390
2015
Q2 		$29K Sell
273
-512
-65% -$55.9K 0.01% 378
2015
Q1 		$84K Sell
785
-200
-20% -$21.4K 0.02% 229
2014
Q4 		$104K Buy
985
+271
+38% +$28K 0.02% 193
2014
Q3 		$72K Sell
714
-400
-36% -$40.9K 0.02% 222
2014
Q2 		$113K Hold
1,114
– – 0.03% 183
2014
Q1 		$109K Buy
1,114
+600
+117% +$57.4K 0.03% 179
2013
Q4 		$49K Hold
514
– – 0.01% 249
2013
Q3 		$45K Hold
514
– – 0.01% 244
2013
Q2 		$42K Buy
+514
New +$42.6K 0.01% 243

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MYCIO Wealth Partners's VTI Position: Q2 2026 in Review

MYCIO Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 122% in Q2 2026, buying an estimated $434K and bringing the position to 2,212 shares worth $819K. The position accounts for 0.15% of the portfolio, ranked #30.

MYCIO Wealth Partners first reported a position in VTI in Q2 2013 and has held it in 28 quarters since. The position peaked at $5.33M in Q4 2019. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MYCIO Wealth Partners held 2,212 shares of Vanguard Morningstar Total Stock Market ETF worth $819K as of Q2 2026.
  • MYCIO Wealth Partners bought 1,215 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $434K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of MYCIO Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • MYCIO Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 28 quarters since.
  • MYCIO Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $5.33M in Q4 2019.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MYCIO Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.