AWP
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Abacus Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Abacus Wealth Partners’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 		$1.75M Buy
4,731
+1,577
+50% +$564K 0.18% 38
2026
Q1 		$1.01M Buy
3,154
+225
+8% +$75.5K 0.09% 99
2025
Q4 		$982K Buy
2,929
+69
+2% +$23K 0.1% 105
2025
Q3 		$939K Buy
2,860
+308
+12% +$97.3K 0.14% 36
2025
Q2 		$776K Buy
2,552
+3
+0.1% +$844 0.12% 37
2025
Q1 		$701K Buy
2,549
+70
+3% +$20.3K 0.11% 35
2024
Q4 		$719K Sell
2,479
-315
-11% -$91.9K 0.11% 35
2024
Q3 		$791K Buy
2,794
+70
+3% +$19.1K 0.12% 35
2024
Q2 		$729K Buy
2,724
+1
+0% +$259 0.12% 36
2024
Q1 		$708K Buy
2,723
+306
+13% +$75.7K 0.12% 36
2023
Q4 		$573K Sell
2,417
-1,297
-35% -$287K 0.1% 39
2023
Q3 		$789K Buy
3,714
+1,443
+64% +$319K 0.24% 28
2023
Q2 		$500K Hold
2,271
– – 0.15% 42
2023
Q1 		$465K Sell
2,271
-493
-18% -$98.7K 0.15% 47
2022
Q4 		$529K Buy
2,764
+102
+4% +$19.7K 0.19% 38
2022
Q3 		$478K Sell
2,662
-371
-12% -$73.9K 0.25% 37
2022
Q2 		$572K Sell
3,033
-188
-6% -$38.6K 0.3% 32
2022
Q1 		$733K Sell
3,221
-9,391
-74% -$2.11M 0.33% 31
2021
Q4 		$3.05M Buy
12,612
+404
+3% +$95.4K 1.08% 12
2021
Q3 		$2.71M Sell
12,208
-341
-3% -$77.8K 1% 15
2021
Q2 		$2.8M Buy
12,549
+2,160
+21% +$469K 1.1% 13
2021
Q1 		$2.15M Sell
10,389
-2,095
-17% -$424K 1.53% 12
2020
Q4 		$2.43M Buy
+12,484
New +$2.28M 2.12% 10

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

Abacus Wealth Partners's VTI Position: Q2 2026 in Review

Abacus Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 50% in Q2 2026, buying an estimated $564K and bringing the position to 4,731 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #38.

Abacus Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.05M in Q4 2021. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Abacus Wealth Partners held 4,731 shares of Vanguard Morningstar Total Stock Market ETF worth $1.75M as of Q2 2026.
  • Abacus Wealth Partners bought 1,577 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $564K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Abacus Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Abacus Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Abacus Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $3.05M in Q4 2021.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.