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Abundance Wealth Counselors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Abundance Wealth Counselors’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 		$14.6M Buy
39,561
+16,704
+73% +$5.97M 0.95% 16
2026
Q1 		$7.33M Buy
22,857
+5,590
+32% +$1.88M 1.05% 16
2025
Q4 		$5.79M Sell
17,267
-159
-0.9% -$52.9K 0.98% 18
2025
Q3 		$5.72M Sell
17,426
-1,315
-7% -$415K 0.98% 16
2025
Q2 		$5.7M Sell
18,741
-391
-2% -$110K 1.07% 16
2025
Q1 		$5.26M Sell
19,132
-5,233
-21% -$1.52M 1.1% 15
2024
Q4 		$7.06M Buy
24,365
+270
+1% +$78.8K 1.54% 12
2024
Q3 		$6.82M Buy
+24,095
New +$6.57M 1.41% 12
2024
Q2 		– Sell
-24,849
Closed -$6.46M – 147
2024
Q1 		$6.46M Sell
24,849
-506
-2% -$125K 1.49% 13
2023
Q4 		$6.01M Sell
25,355
-823
-3% -$182K 1.56% 12
2023
Q3 		$5.56M Buy
+26,178
New +$5.79M 1.59% 11
2023
Q2 		– Sell
-29,199
Closed -$5.96M – 143
2023
Q1 		$5.96M Sell
29,199
-458
-2% -$91.7K 1.51% 11
2022
Q4 		$5.67M Sell
29,657
-110
-0.4% -$21.2K 1.54% 10
2022
Q3 		$5.34M Sell
29,767
-175
-0.6% -$34.9K 1.53% 10
2022
Q2 		$5.65M Buy
29,942
+625
+2% +$128K 1.53% 10
2022
Q1 		$6.67M Sell
29,317
-1,004
-3% -$226K 1.81% 9
2021
Q4 		$7.32M Buy
+30,321
New +$7.16M 1.88% 8
2021
Q2 		– Sell
-31,040
Closed -$6.42M – 331
2021
Q1 		$6.42M Sell
31,040
-100
-0.3% -$20.2K 1.59% 10
2020
Q4 		$6.06M Sell
31,140
-64
-0.2% -$11.7K 1.52% 11
2020
Q3 		$5.31M Sell
31,204
-58
-0.2% -$9.76K 1.53% 12
2020
Q2 		$4.89M Hold
31,262
– – 1.49% 12
2020
Q1 		$4.03M Buy
31,262
+4
+0% +$618 1.4% 10
2019
Q4 		$5.11M Sell
31,258
-324
-1% -$50.8K 1.42% 11
2019
Q3 		$4.77M Sell
31,582
-34
-0.1% -$5.13K 1.45% 10
2019
Q2 		$4.75M Sell
31,616
-97
-0.3% -$14.3K 1.48% 11
2019
Q1 		$4.59M Hold
31,713
– – 1.51% 11
2018
Q4 		$4.05M Buy
+31,713
New +$4.38M 1.49% 11

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

Abundance Wealth Counselors's VTI Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 73% in Q2 2026, buying an estimated $5.97M and bringing the position to 39,561 shares worth $14.6M. The position accounts for 0.95% of the portfolio, ranked #16.

Abundance Wealth Counselors first reported a position in VTI in Q4 2018 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Abundance Wealth Counselors held 39,561 shares of Vanguard Morningstar Total Stock Market ETF worth $14.6M as of Q2 2026.
  • Abundance Wealth Counselors bought 16,704 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.97M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.95% of Abundance Wealth Counselors's portfolio in Q2 2026, its #16 holding.
  • Abundance Wealth Counselors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.