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Ackerman Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Ackerman Asset 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
Q1 		$227K Hold
709
– – 0.16% 33
2025
Q4 		$238K Hold
709
– – 0.16% 29
2025
Q3 		$233K Sell
709
-22
-3% -$6.95K 0.17% 27
2025
Q2 		$222K Hold
731
– – 0.18% 24
2025
Q1 		$201K Buy
+731
New +$212K 0.18% 24

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ackerman Asset Management's VTI Position: Q1 2026 in Review

Ackerman Asset Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 709 shares worth $227K. The position accounts for 0.16% of the portfolio, ranked #33.

Ackerman Asset Management first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $238K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Ackerman Asset Management held 709 shares of Vanguard Total Stock Market ETF worth $227K as of Q1 2026.
  • Ackerman Asset Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.16% of Ackerman Asset Management's portfolio in Q1 2026, its #33 holding.
  • Ackerman Asset Management first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Ackerman Asset Management's Vanguard Total Stock Market ETF position peaked at $238K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Ackerman Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.