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

Abich Financial 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
2025 Q3	$261K	Buy	+796	New	+$251K	0.09%	100
2024 Q3	$11.3K	Sell	40 -1,024	-96%	-$279K	0.03%	186
2024 Q2	$285K	Buy	1,064 +282	+36%	+$73K	0.19%	22
2024 Q1	$203K	Sell	782 -93	-11%	-$23K	0.16%	27
2023 Q4	$208K	Buy	+875	New	+$193K	0.2%	19

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Abich Financial Wealth Management's VTI Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025: 796 shares worth $261K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VTI as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in VTI in Q4 2023 and has held it in 5 quarters since. The position peaked at $285K in Q2 2024. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Abich Financial Wealth Management held 796 shares of Vanguard Morningstar Total Stock Market ETF worth $261K as of Q3 2025.
Vanguard Morningstar Total Stock Market ETF was a new Abich Financial Wealth Management position in Q3 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Abich Financial Wealth Management's portfolio in Q3 2025, its #100 holding.
Abich Financial Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 5 quarters since.
Abich Financial Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $285K in Q2 2024.
3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.