AWM
VTI icon

Accurate Wealth Management’s Vanguard 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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

Accurate Wealth Management increased its Vanguard 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. 1,549 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Accurate Wealth Management held 9,474 shares of Vanguard Total Stock Market ETF worth $3.53M as of Q2 2026.
  • Accurate Wealth Management bought 908 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $325K.
  • Vanguard 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 Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • Accurate Wealth Management's Vanguard Total Stock Market ETF position peaked at $10.1M in Q1 2023.
  • 1,549 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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