Accredited Investor Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Accredited Investor 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 Q1	$337K	Buy	+1,049	New	+$352K	0.22%	37

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Investor Services's VTI Position: Q1 2026 in Review

Accredited Investor Services opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 1,049 shares worth $337K. The stake represents 0.22% of the portfolio and ranks #37 among its holdings.

3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Accredited Investor Services held 1,049 shares of Vanguard Morningstar Total Stock Market ETF worth $337K as of Q1 2026.
Vanguard Morningstar Total Stock Market ETF was a new Accredited Investor Services position in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Accredited Investor Services's portfolio in Q1 2026, its #37 holding.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.