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Abbot Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Abbot Financial 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 		$612K Buy
1,653
+5
+0.3% +$1.79K 0.21% 98
2026
Q1 		$529K Hold
1,648
– – 0.22% 102
2025
Q4 		$553K Buy
1,648
+212
+15% +$70.5K 0.23% 98
2025
Q3 		$471K Buy
1,436
+30
+2% +$9.48K 0.2% 102
2025
Q2 		$427K Sell
1,406
-41
-3% -$11.5K 0.2% 105
2025
Q1 		$398K Buy
1,447
+33
+2% +$9.59K 0.21% 104
2024
Q4 		$410K Sell
1,414
-55
-4% -$16K 0.2% 102
2024
Q3 		$416K Buy
1,469
+575
+64% +$157K 0.21% 104
2024
Q2 		$239K Buy
894
+100
+13% +$25.9K 0.13% 117
2024
Q1 		$206K Buy
+794
New +$196K 0.11% 118
2022
Q1 		– Sell
-1,380
Closed -$333K – 139
2021
Q4 		$333K Buy
1,380
+14
+1% +$3.31K 0.15% 108
2021
Q3 		$303K Hold
1,366
– – 0.14% 112
2021
Q2 		$304K Buy
1,366
+36
+3% +$7.81K 0.13% 111
2021
Q1 		$275K Buy
1,330
+76
+6% +$15.4K 0.12% 110
2020
Q4 		$244K Buy
1,254
+2
+0.2% +$366 0.14% 111
2020
Q3 		$213K Buy
+1,252
New +$211K 0.14% 109
2020
Q1 		– Sell
-2,590
Closed -$424K – 136
2019
Q4 		$424K Buy
2,590
+104
+4% +$16.3K 0.27% 84
2019
Q3 		$375K Buy
2,486
+995
+67% +$150K 0.27% 87
2019
Q2 		$224K Buy
+1,491
New +$220K 0.16% 113

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

Abbot Financial Management's VTI Position: Q2 2026 in Review

Abbot Financial Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.3% in Q2 2026, buying an estimated $1.79K and bringing the position to 1,653 shares worth $612K. The position accounts for 0.21% of the portfolio, ranked #98.

Abbot Financial Management first reported a position in VTI in Q2 2019 and has held it in 19 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Abbot Financial Management held 1,653 shares of Vanguard Morningstar Total Stock Market ETF worth $612K as of Q2 2026.
  • Abbot Financial Management bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.21% of Abbot Financial Management's portfolio in Q2 2026, its #98 holding.
  • Abbot Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 19 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.