Accurate Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Accurate 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	$3.53M	Buy	9,474 +908	+11%	+$325K	0.34%	60
2026 Q1	$2.87M	Buy	8,566 +236	+3%	+$79.2K	0.35%	58
2025 Q4	$2.85M	Sell	8,330 -15	-0.2%	-$4.99K	0.36%	56
2025 Q3	$2.73M	Buy	8,345 +737	+10%	+$233K	0.36%	63
2025 Q2	$2.34M	Sell	7,608 -369	-5%	-$104K	0.36%	72
2025 Q1	$2.08M	Sell	7,977 -2,722	-25%	-$791K	0.4%	68
2024 Q4	$3.08M	Buy	10,699 +1,112	+12%	+$324K	0.59%	34
2024 Q3	$2.75M	Buy	9,587 +3,673	+62%	+$1M	0.55%	52
2024 Q2	$1.63M	Sell	5,914 -2,318	-28%	-$600K	0.39%	65
2024 Q1	$2.02M	Buy	8,232 +2,058	+33%	+$509K	0.59%	52
2023 Q4	$1.46M	Buy	6,174 +52	+0.8%	+$11.5K	0.46%	64
2023 Q3	$1.32M	Sell	6,122 -4,207	-41%	-$931K	0.42%	67
2023 Q2	$2.31M	Sell	10,329 -39,382	-79%	-$8.21M	0.72%	33
2023 Q1	$10.1M	Buy	49,711 +49,143	+8,652%	+$9.84M	3.49%	3
2022 Q4	$111K	Buy	+568	New	+$109K	0.04%	292
2022 Q2	–	Sell	-999	Closed	-$228K	–	198
2022 Q1	$228K	Buy	999 +125	+14%	+$28.1K	0.1%	155
2021 Q4	$202K	Buy	+874	New	+$206K	0.17%	138

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Accurate Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, buying an estimated $325K and bringing the position to 9,474 shares worth $3.53M. The position accounts for 0.34% of the portfolio, ranked #60.

Accurate Wealth Management first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.1M in Q1 2023. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Accurate Wealth Management held 9,474 shares of Vanguard Morningstar Total Stock Market ETF worth $3.53M as of Q2 2026.
Accurate Wealth Management bought 908 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $325K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Accurate Wealth Management's portfolio in Q2 2026, its #60 holding.
Accurate Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
Accurate Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $10.1M in Q1 2023.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.