AFG
VTI icon

ABLE Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

ABLE Financial Group’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 		$15.3M Buy
41,482
+3,739
+10% +$1.34M 2.58% 6
2026
Q1 		$12.1M Buy
37,743
+6,149
+19% +$2.06M 2.37% 8
2025
Q4 		$10.6M Buy
31,594
+3,577
+13% +$1.19M 2.15% 12
2025
Q3 		$9.19M Buy
28,017
+4,912
+21% +$1.55M 1.99% 12
2025
Q2 		$7.02M Sell
23,105
-397
-2% -$112K 1.69% 17
2025
Q1 		$6.46M Buy
23,502
+5,962
+34% +$1.73M 1.81% 13
2024
Q4 		$5.08M Buy
17,540
+16,260
+1,270% +$4.74M 1.5% 16
2024
Q3 		$362K Buy
+1,280
New +$349K 0.11% 129

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

ABLE Financial Group's VTI Position: Q2 2026 in Review

ABLE Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.9% in Q2 2026, buying an estimated $1.34M and bringing the position to 41,482 shares worth $15.3M. The position accounts for 2.58% of the portfolio, ranked #6.

ABLE Financial Group first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • ABLE Financial Group held 41,482 shares of Vanguard Morningstar Total Stock Market ETF worth $15.3M as of Q2 2026.
  • ABLE Financial Group bought 3,739 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.34M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.58% of ABLE Financial Group's portfolio in Q2 2026, its #6 holding.
  • ABLE Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.