Morrissey Wealth Management, LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Morrissey Wealth Management, 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	$264K	Buy	+699	New	+$250K	0.17%	26

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

Morrissey Wealth Management, LLC's VTI Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 699 shares worth $264K. The stake represents 0.17% of the portfolio and ranks #26 among its holdings.

3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Morrissey Wealth Management, LLC held 699 shares of Vanguard Morningstar Total Stock Market ETF worth $264K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #26 holding.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.