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Acima Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Acima Private Wealth’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
Q3 		$8.61M Buy
23,005
+108
+0.5% +$40.5K 2.5% 16
2026
Q2 		$8.47M Sell
22,897
-144
-0.6% -$51.5K 2.46% 16
2026
Q1 		$7.39M Buy
23,041
+53
+0.2% +$17.8K 2.32% 18
2025
Q4 		$7.71M Sell
22,988
-233
-1% -$77.5K 2.39% 16
2025
Q3 		$7.62M Buy
23,221
+77
+0.3% +$24.3K 2.39% 15
2025
Q2 		$7.03M Buy
23,144
+347
+2% +$97.6K 2.4% 11
2025
Q1 		$6.27M Buy
22,797
+646
+3% +$188K 2.25% 14
2024
Q4 		$6.42M Buy
22,151
+618
+3% +$180K 2.16% 15
2024
Q3 		$6.1M Buy
21,533
+339
+2% +$92.5K 2.04% 15
2024
Q2 		$5.67M Sell
21,194
-12
-0.1% -$3.11K 2.08% 15
2024
Q1 		$5.51M Buy
21,206
+91
+0.4% +$22.5K 2.03% 13
2023
Q4 		$5.01M Buy
21,115
+376
+2% +$83.1K 1.96% 14
2023
Q3 		$4.41M Sell
20,739
-72
-0.3% -$15.9K 1.96% 13
2023
Q2 		$4.58M Hold
20,811
– – 2.19% 12
2023
Q1 		$4.25M Buy
20,811
+240
+1% +$48K 2.09% 13
2022
Q4 		$3.93M Sell
20,571
-895
-4% -$172K 2.02% 14
2022
Q3 		$3.85M Buy
21,466
+168
+0.8% +$33.5K 1.98% 14
2022
Q2 		$4.02M Sell
21,298
-80
-0.4% -$16.4K 2.01% 14
2022
Q1 		$4.87M Buy
21,378
+110
+0.5% +$24.7K 2.25% 12
2021
Q4 		$5.13M Sell
21,268
-43
-0.2% -$10.2K 2.21% 10
2021
Q3 		$4.73M Buy
21,311
+1,254
+6% +$286K 2.17% 13
2021
Q2 		$4.47M Sell
20,057
-154
-0.8% -$33.4K 2.05% 12
2021
Q1 		$4.18M Sell
20,211
-163
-0.8% -$33K 2.05% 12
2020
Q4 		$3.97M Buy
20,374
+190
+0.9% +$34.7K 2.05% 14
2020
Q3 		$3.44M Sell
20,184
-1,759
-8% -$296K 2.07% 14
2020
Q2 		$3.44M Sell
21,943
-455
-2% -$67.1K 2.22% 12
2020
Q1 		$2.89M Buy
22,398
+3,615
+19% +$559K 2.22% 11
2019
Q4 		$3.07M Buy
18,783
+2,548
+16% +$399K 2.12% 9
2019
Q3 		$2.45M Buy
16,235
+245
+2% +$36.9K 1.87% 13
2019
Q2 		$2.4M Hold
15,990
– – 1.89% 13
2019
Q1 		$2.31M Hold
15,990
– – 1.98% 10
2018
Q4 		$2.04M Buy
+15,990
New +$2.21M 2% 9

Other funds holding VTI

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Acima Private Wealth's VTI Position: Q3 2026 in Review

Acima Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.47% in Q3 2026, buying an estimated $40.5K and bringing the position to 23,005 shares worth $8.61M. The position accounts for 2.5% of the portfolio, ranked #16.

Acima Private Wealth first reported a position in VTI in Q4 2018 and has held it in 32 quarters since. 523 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Acima Private Wealth held 23,005 shares of Vanguard Morningstar Total Stock Market ETF worth $8.61M as of Q3 2026.
  • Acima Private Wealth bought 108 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $40.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.5% of Acima Private Wealth's portfolio in Q3 2026, its #16 holding.
  • Acima Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 32 quarters since.
  • 523 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.