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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
Q2 		$1.38M Buy
3,607
+9
+0.3% +$3.22K 0.36% 46
2026
Q1 		$1.22M Buy
3,598
+10
+0.3% +$3.35K 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

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

Sweeney & Michel's VTI Position: Q2 2026 in Review

Sweeney & Michel increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.25% in Q2 2026, buying an estimated $3.22K and bringing the position to 3,607 shares worth $1.38M. The position accounts for 0.36% of the portfolio, ranked #46.

Sweeney & Michel first reported a position in VTI in Q1 2023 and has held it in 12 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sweeney & Michel held 3,607 shares of Vanguard Morningstar Total Stock Market ETF worth $1.38M as of Q2 2026.
  • Sweeney & Michel bought 9 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.36% of Sweeney & Michel's portfolio in Q2 2026, its #46 holding.
  • Sweeney & Michel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 12 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.