WMA
VTI icon

William Mack & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

William Mack & Associates’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 		$1.41M Buy
+3,804
New +$1.36M 0.5% 22
2026
Q1 		– Sell
-666
Closed -$223K – 92
2025
Q4 		$223K Buy
+666
New +$222K 0.11% 79

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

William Mack & Associates's VTI Position: Q2 2026 in Review

William Mack & Associates opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 3,804 shares worth $1.41M. The stake represents 0.5% of the portfolio and ranks #22 among its holdings. This is a return to the name: William Mack & Associates previously reported a position in VTI as recently as Q4 2025.

William Mack & Associates first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • William Mack & Associates held 3,804 shares of Vanguard Morningstar Total Stock Market ETF worth $1.41M as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new William Mack & Associates position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.5% of William Mack & Associates's portfolio in Q2 2026, its #22 holding.
  • William Mack & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.