AA Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

AA Financial Advisors’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	$20.5M	Sell	55,335 -973	-2%	-$348K	2.46%	9
2026 Q1	$18.1M	Buy	56,308 +1,486	+3%	+$499K	2.54%	8
2025 Q4	$18.4M	Sell	54,822 -633	-1%	-$211K	3.4%	4
2025 Q3	$18.2M	Buy	55,455 +726	+1%	+$229K	3.58%	5
2025 Q2	$16.6M	Buy	54,729 +1,308	+2%	+$368K	3.58%	5
2025 Q1	$14.7M	Sell	53,421 -8,217	-13%	-$2.39M	3.58%	5
2024 Q4	$17.9M	Buy	61,638 +3,937	+7%	+$1.15M	4.76%	2
2024 Q3	$16.3M	Buy	57,701 +9,097	+19%	+$2.48M	4.73%	2
2024 Q2	$13M	Buy	48,604 +5,432	+13%	+$1.41M	4.58%	2
2024 Q1	$11.2M	Buy	43,172 +229	+0.5%	+$56.7K	4.53%	2
2023 Q4	$10.2M	Buy	+42,943	New	+$9.49M	6.78%	2

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

AA Financial Advisors's VTI Position: Q2 2026 in Review

AA Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, selling an estimated $348K and leaving 55,335 shares worth $20.5M. The position accounts for 2.46% of the portfolio, ranked #9.

AA Financial Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

AA Financial Advisors held 55,335 shares of Vanguard Morningstar Total Stock Market ETF worth $20.5M as of Q2 2026.
AA Financial Advisors sold 973 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $348K.
Vanguard Morningstar Total Stock Market ETF made up 2.46% of AA Financial Advisors's portfolio in Q2 2026, its #9 holding.
AA Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.