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

Abound Financial’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 		$367K Hold
992
– – 0.15% 46
2026
Q1 		$318K Hold
992
– – 0.14% 48
2025
Q4 		$333K Hold
992
– – 0.13% 49
2025
Q3 		$326K Hold
992
– – 0.13% 52
2025
Q2 		$301K Hold
992
– – 0.13% 51
2025
Q1 		$273K Buy
992
+123
+14% +$35.7K 0.14% 54
2024
Q4 		$252K Buy
+869
New +$254K 0.13% 58

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

Abound Financial's VTI Position: Q2 2026 in Review

Abound Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 992 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #46.

Abound Financial first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Abound Financial held 992 shares of Vanguard Morningstar Total Stock Market ETF worth $367K as of Q2 2026.
  • Abound Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Abound Financial's portfolio in Q2 2026, its #46 holding.
  • Abound Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.