MW ADVISORY, LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MW ADVISORY, LLC’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	$1.72M	Buy	+4,648	New	+$1.66M	0.69%	27

Other funds holding VTI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

MW ADVISORY, LLC's VTI Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 4,648 shares worth $1.72M. The stake represents 0.69% of the portfolio and ranks #27 among its holdings.

2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MW ADVISORY, LLC held 4,648 shares of Vanguard Morningstar Total Stock Market ETF worth $1.72M as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new MW ADVISORY, LLC position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.69% of MW ADVISORY, LLC's portfolio in Q2 2026, its #27 holding.
2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.