AAF Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

AAF Wealth Management’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 Q3	$430K	Sell	1,148 -59	-5%	-$22.1K	0.16%	37
2026 Q2	$447K	Hold	1,207	–	–	0.16%	40
2026 Q1	$387K	Sell	1,207 -45	-4%	-$15.1K	0.16%	38
2025 Q4	$420K	Buy	1,252 +3	+0.2%	+$998	0.18%	35
2025 Q3	$410K	Buy	1,249 +184	+17%	+$58.1K	0.19%	36
2025 Q2	$324K	Sell	1,065 -32	-3%	-$9K	0.15%	35
2025 Q1	$302K	Sell	1,097 -19	-2%	-$5.52K	0.16%	35
2024 Q4	$324K	Sell	1,116 -79	-7%	-$23K	0.16%	34
2024 Q3	$339K	Sell	1,195 -11	-0.9%	-$3K	0.17%	33
2024 Q2	$323K	Buy	+1,206	New	+$312K	0.17%	36

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

AAF Wealth Management's VTI Position: Q3 2026 in Review

AAF Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q3 2026, selling an estimated $22.1K and leaving 1,148 shares worth $430K. The position accounts for 0.16% of the portfolio, ranked #37.

AAF Wealth Management first reported a position in VTI in Q2 2024 and has held it in 10 quarters since. The position peaked at $447K in Q2 2026. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

AAF Wealth Management held 1,148 shares of Vanguard Morningstar Total Stock Market ETF worth $430K as of Q3 2026.
AAF Wealth Management sold 59 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $22.1K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of AAF Wealth Management's portfolio in Q3 2026, its #37 holding.
AAF Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
AAF Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $447K in Q2 2026.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.