AWM
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Aberdeen Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Aberdeen 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
Q1 		$49.1M Sell
152,967
-1,724
-1% -$578K 22.37% 1
2025
Q4 		$51.9M Buy
+154,691
New +$51.5M 24.01% 1
2020
Q1 		– Sell
-128,590
Closed -$21M – 150
2019
Q4 		$21M Buy
+128,590
New +$20.1M 15.68% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aberdeen Wealth Management's VTI Position: Q1 2026 in Review

Aberdeen Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.1% in Q1 2026, selling an estimated $578K and leaving 152,967 shares worth $49.1M. The position accounts for 22.37% of the portfolio, ranked #1.

Aberdeen Wealth Management first reported a position in VTI in Q4 2019 and has held it in 3 quarters since. The position peaked at $51.9M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Aberdeen Wealth Management held 152,967 shares of Vanguard Total Stock Market ETF worth $49.1M as of Q1 2026.
  • Aberdeen Wealth Management sold 1,724 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $578K.
  • Vanguard Total Stock Market ETF made up 22.37% of Aberdeen Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Aberdeen Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 3 quarters since.
  • Aberdeen Wealth Management's Vanguard Total Stock Market ETF position peaked at $51.9M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.