Acorn Financial Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Acorn Financial Advisory Services’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	$1.58M	Buy	4,263 +101	+2%	+$36.1K	0.21%	58
2026 Q1	$1.34M	Buy	4,162 +73	+2%	+$24.5K	0.18%	59
2025 Q4	$1.37M	Sell	4,089 -50	-1%	-$16.6K	0.2%	52
2025 Q3	$1.36M	Buy	4,139 +71	+2%	+$22.4K	0.21%	53
2025 Q2	$1.24M	Buy	4,068 +17	+0.4%	+$4.78K	0.2%	56
2025 Q1	$1.11M	Sell	4,051 -283	-7%	-$82.2K	0.2%	62
2024 Q4	$1.26M	Buy	4,334 +303	+8%	+$88.4K	0.21%	56
2024 Q3	$1.14M	Sell	4,031 -62	-2%	-$16.9K	0.2%	58
2024 Q2	$1.09M	Sell	4,093 -511	-11%	-$132K	0.2%	60
2024 Q1	$1.2M	Sell	4,604 -5,200	-53%	-$1.29M	0.23%	61
2023 Q4	$2.3M	Sell	9,804 -795	-8%	-$176K	0.4%	31
2023 Q3	$2.25M	Sell	10,599 -404	-4%	-$89.4K	0.4%	33
2023 Q2	$2.42M	Sell	11,003 -119	-1%	-$24.8K	0.43%	27
2023 Q1	$2.27M	Buy	11,122 +468	+4%	+$93.7K	0.44%	25
2022 Q4	$2.04M	Buy	10,654 +292	+3%	+$56.3K	0.43%	26
2022 Q3	$1.86M	Buy	10,362 +1,927	+23%	+$384K	0.44%	25
2022 Q2	$1.59M	Buy	8,435 +579	+7%	+$119K	0.38%	40
2022 Q1	$1.79M	Buy	7,856 +495	+7%	+$111K	0.36%	42
2021 Q4	$1.78M	Buy	7,361 +205	+3%	+$48.4K	0.36%	47
2021 Q3	$1.59M	Sell	7,156 -599	-8%	-$137K	0.49%	49
2021 Q2	$1.73M	Buy	7,755 +4,957	+177%	+$1.08M	0.51%	56
2021 Q1	$587K	Sell	2,798 -2,158	-44%	-$437K	0.21%	109
2020 Q4	$965K	Buy	4,956 +144	+3%	+$26.3K	0.38%	80
2020 Q3	$821K	Buy	4,812 +134	+3%	+$22.5K	0.43%	65
2020 Q2	$731K	Sell	4,678 -7,938	-63%	-$1.17M	0.51%	61
2020 Q1	$1.63M	Buy	12,616 +10,346	+456%	+$1.6M	1.61%	10
2019 Q4	$371K	Buy	+2,270	New	+$356K	0.31%	112

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

Acorn Financial Advisory Services's VTI Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, buying an estimated $36.1K and bringing the position to 4,263 shares worth $1.58M. The position accounts for 0.21% of the portfolio, ranked #58.

Acorn Financial Advisory Services first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.42M in Q2 2023. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Acorn Financial Advisory Services held 4,263 shares of Vanguard Morningstar Total Stock Market ETF worth $1.58M as of Q2 2026.
Acorn Financial Advisory Services bought 101 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.1K.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #58 holding.
Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $2.42M in Q2 2023.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.