Sweeney & Michel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sweeney & Michel’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 Q3	$1.12M	Sell	2,992 -615	-17%	-$230K	0.3%	54
2026 Q2	$1.38M	Buy	3,607 +9	+0.3%	+$3.22K	0.36%	46
2026 Q1	$1.22M	Buy	3,598 +10	+0.3%	+$3.36K	0.36%	49
2025 Q4	$1.23M	Sell	3,588 -80	-2%	-$26.6K	0.36%	49
2025 Q3	$1.18M	Sell	3,668 -161	-4%	-$50.9K	0.4%	45
2025 Q2	$1.18M	Sell	3,829 -410	-10%	-$115K	0.42%	42
2025 Q1	$1.03M	Buy	+4,239	New	+$1.23M	0.45%	40
2024 Q3	$1.24M	Buy	4,282 +12	+0.3%	+$3.27K	0.49%	38
2024 Q2	$1.16M	Buy	4,270 +54	+1%	+$14K	0.5%	36
2024 Q1	$1.09M	Buy	+4,216	New	+$1.04M	0.48%	35
2023 Q3	$885K	Buy	4,097 +14	+0.3%	+$3.1K	0.46%	40
2023 Q2	$913K	Buy	4,083 +129	+3%	+$26.9K	0.47%	38
2023 Q1	$843K	Buy	+3,954	New	+$792K	0.45%	40

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Sweeney & Michel's VTI Position: Q3 2026 in Review

Sweeney & Michel reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q3 2026, selling an estimated $230K and leaving 2,992 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #54.

Sweeney & Michel first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q2 2026. 2,325 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Sweeney & Michel held 2,992 shares of Vanguard Morningstar Total Stock Market ETF worth $1.12M as of Q3 2026.
Sweeney & Michel sold 615 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $230K.
Vanguard Morningstar Total Stock Market ETF made up 0.3% of Sweeney & Michel's portfolio in Q3 2026, its #54 holding.
Sweeney & Michel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Vanguard Morningstar Total Stock Market ETF position peaked at $1.38M in Q2 2026.
2,325 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.