AFS
VTI icon

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

Access Financial Services’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 		$1.29M Buy
3,492
+9
+0.3% +$3.22K 0.42% 45
2026
Q1 		$1.12M Buy
3,483
+235
+7% +$78.8K 0.4% 46
2025
Q4 		$1.09M Sell
3,248
-915
-22% -$304K 0.4% 45
2025
Q3 		$1.37M Buy
4,163
+21
+0.5% +$6.63K 0.49% 42
2025
Q2 		$1.26M Sell
4,142
-284
-6% -$79.9K 0.48% 45
2025
Q1 		$1.22M Sell
4,426
-258
-6% -$75K 0.49% 46
2024
Q4 		$1.36M Buy
4,684
+16
+0.3% +$4.67K 0.6% 42
2024
Q3 		$1.32M Buy
4,668
+10
+0.2% +$2.73K 0.61% 49
2024
Q2 		$1.25M Sell
4,658
-97
-2% -$25.1K 0.57% 54
2024
Q1 		$1.24M Buy
4,755
+108
+2% +$26.7K 0.55% 54
2023
Q4 		$1.1M Buy
4,647
+11
+0.2% +$2.43K 0.57% 57
2023
Q3 		$985K Sell
4,636
-185
-4% -$41K 0.59% 53
2023
Q2 		$1.06M Sell
4,821
-17
-0.4% -$3.55K 0.62% 52
2023
Q1 		$987K Buy
4,838
+1
+0% +$200 0.6% 52
2022
Q4 		$925K Buy
4,837
+249
+5% +$48K 0.56% 56
2022
Q3 		$823K Buy
4,588
+372
+9% +$74.1K 0.53% 57
2022
Q2 		$795K Buy
4,216
+38
+0.9% +$7.81K 0.45% 66
2022
Q1 		$951K Sell
4,178
-31
-0.7% -$6.97K 0.45% 65
2021
Q4 		$968K Buy
4,209
+611
+17% +$144K 0.44% 68
2021
Q3 		$655K Buy
3,598
+64
+2% +$14.6K 0.3% 79
2021
Q2 		$554K Sell
3,534
-92
-3% -$20K 0.26% 90
2021
Q1 		$491K Buy
3,626
+840
+30% +$170K 0.23% 76
2020
Q4 		$542K Sell
2,786
-493
-15% -$90.1K 0.27% 65
2020
Q3 		$559K Buy
3,279
+1,049
+47% +$176K 0.3% 59
2020
Q2 		$349K Buy
+2,230
New +$329K 0.23% 63

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

Access Financial Services's VTI Position: Q2 2026 in Review

Access Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q2 2026, buying an estimated $3.22K and bringing the position to 3,492 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #45.

Access Financial Services first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.37M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Access Financial Services held 3,492 shares of Vanguard Morningstar Total Stock Market ETF worth $1.29M as of Q2 2026.
  • Access Financial Services bought 9 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.42% of Access Financial Services's portfolio in Q2 2026, its #45 holding.
  • Access Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Access Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.37M in Q3 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.