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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Acima Private Wealth's VTI Position: Q2 2026 in Review

Acima Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.62% in Q2 2026, selling an estimated $51.5K and leaving 22,897 shares worth $8.47M. The position accounts for 2.46% of the portfolio, ranked #16.

Acima Private Wealth first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Acima Private Wealth held 22,897 shares of Vanguard Morningstar Total Stock Market ETF worth $8.47M as of Q2 2026.
  • Acima Private Wealth sold 144 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $51.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.46% of Acima Private Wealth's portfolio in Q2 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 31 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.