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

Abound 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 		$17.1M Sell
46,138
-611
-1% -$218K 3.39% 10
2026
Q1 		$15M Buy
46,749
+1,373
+3% +$461K 3.41% 10
2025
Q4 		$15.2M Buy
45,376
+1,912
+4% +$636K 3.56% 10
2025
Q3 		$14.3M Buy
43,464
+776
+2% +$245K 3.57% 10
2025
Q2 		$13M Sell
42,688
-8,707
-17% -$2.45M 3.67% 10
2025
Q1 		$14.1M Buy
51,395
+11,173
+28% +$3.25M 4.71% 7
2024
Q4 		$11.7M Buy
40,222
+1,142
+3% +$333K 3.74% 9
2024
Q3 		$11.1M Buy
39,080
+1,012
+3% +$276K 3.67% 9
2024
Q2 		$10.2M Sell
38,068
-801
-2% -$207K 3.75% 9
2024
Q1 		$10.1M Sell
38,869
-4
-0% -$990 3.85% 9
2023
Q4 		$9.22M Sell
38,873
-7,385
-16% -$1.63M 3.7% 9
2023
Q3 		$9.83M Buy
46,258
+3,992
+9% +$884K 4.18% 8
2023
Q2 		$9.31M Buy
42,266
+5,301
+14% +$1.11M 3.89% 10
2023
Q1 		$7.54M Sell
36,965
-399
-1% -$79.9K 3.38% 10
2022
Q4 		$7.14M Sell
37,364
-3,678
-9% -$709K 3.5% 10
2022
Q3 		$7.37M Sell
41,042
-43,934
-52% -$8.76M 3.98% 9
2022
Q2 		$16M Buy
84,976
+66,065
+349% +$13.6M 8.93% 5
2022
Q1 		$4.31M Buy
18,911
+17,632
+1,379% +$3.97M 3.1% 9
2021
Q4 		$309K Buy
+1,279
New +$302K 0.24% 29

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Abound Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $218K and leaving 46,138 shares worth $17.1M. The position accounts for 3.39% of the portfolio, ranked #10.

Abound Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 941 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Abound Wealth Management held 46,138 shares of Vanguard Total Stock Market ETF worth $17.1M as of Q2 2026.
  • Abound Wealth Management sold 611 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $218K.
  • Vanguard Total Stock Market ETF made up 3.39% of Abound Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Abound Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 941 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.