Aaron Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Aaron Wealth 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	$1.45M	Sell	3,909 -25	-0.6%	-$8.94K	0.07%	176
2026 Q1	$1.26M	Hold	3,934	–	–	0.07%	180
2025 Q4	$1.32M	Hold	3,934	–	–	0.07%	194
2025 Q3	$1.29M	Hold	3,934	–	–	0.08%	180
2025 Q2	$1.2M	Hold	3,934	–	–	0.12%	116
2025 Q1	$1.08M	Hold	3,934	–	–	0.12%	115
2024 Q4	$1.14M	Hold	3,934	–	–	0.13%	104
2024 Q3	$1.11M	Buy	3,934 +973	+33%	+$265K	0.13%	106
2024 Q2	$792K	Hold	2,961	–	–	0.11%	121
2024 Q1	$770K	Sell	2,961 -55	-2%	-$13.6K	0.11%	117
2023 Q4	$715K	Hold	3,016	–	–	0.12%	106
2023 Q3	$641K	Buy	3,016 +51	+2%	+$11.3K	0.08%	128
2023 Q2	$653K	Sell	2,965 -5,359	-64%	-$1.12M	0.08%	133
2023 Q1	$1.7M	Buy	+8,324	New	+$1.67M	0.23%	68

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

Aaron Wealth Advisors's VTI Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.64% in Q2 2026, selling an estimated $8.94K and leaving 3,909 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #176.

Aaron Wealth Advisors first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.7M in Q1 2023. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aaron Wealth Advisors held 3,909 shares of Vanguard Morningstar Total Stock Market ETF worth $1.45M as of Q2 2026.
Aaron Wealth Advisors sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Aaron Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Aaron Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Aaron Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.7M in Q1 2023.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.