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

Able 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 Q2	$773K	Sell	2,090 -581	-22%	-$208K	0.18%	66
2026 Q1	$857K	Buy	2,671 +177	+7%	+$59.4K	0.23%	65
2025 Q4	$836K	Buy	2,494 +346	+16%	+$115K	0.26%	55
2025 Q3	$705K	Sell	2,148 -335	-13%	-$106K	0.27%	58
2025 Q2	$755K	Sell	2,483 -447	-15%	-$126K	0.38%	52
2025 Q1	$805K	Sell	2,930 -892	-23%	-$259K	0.48%	50
2024 Q4	$1.11M	Buy	3,822 +2,340	+158%	+$683K	0.73%	35
2024 Q3	$420K	Buy	1,482 +320	+28%	+$87.3K	0.32%	56
2024 Q2	$311K	Sell	1,162 -112	-9%	-$29K	0.26%	61
2024 Q1	$331K	Buy	1,274 +107	+9%	+$26.5K	0.29%	55
2023 Q4	$277K	Buy	+1,167	New	+$258K	0.25%	60

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Able Wealth Management's VTI Position: Q2 2026 in Review

Able Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, selling an estimated $208K and leaving 2,090 shares worth $773K. The position accounts for 0.18% of the portfolio, ranked #66.

Able Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2024. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Able Wealth Management held 2,090 shares of Vanguard Morningstar Total Stock Market ETF worth $773K as of Q2 2026.
Able Wealth Management sold 581 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $208K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Able Wealth Management's portfolio in Q2 2026, its #66 holding.
Able Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.11M in Q4 2024.
3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.