AWM
VTI icon

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
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% -$23.1K 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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

AAF Wealth Management's VTI Position: Q2 2026 in Review

AAF Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,207 shares worth $447K. The position accounts for 0.16% of the portfolio, ranked #40.

AAF Wealth Management first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • AAF Wealth Management held 1,207 shares of Vanguard Morningstar Total Stock Market ETF worth $447K as of Q2 2026.
  • AAF Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of AAF Wealth Management's portfolio in Q2 2026, its #40 holding.
  • AAF Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.