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ACT Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

ACT Advisors’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 		$6.81M Sell
18,414
-388
-2% -$139K 2.27% 10
2026
Q1 		$6.03M Buy
18,802
+50
+0.3% +$16.8K 2.57% 9
2025
Q4 		$6.29M Sell
18,752
-541
-3% -$180K 2.48% 12
2025
Q3 		$6.33M Sell
19,293
-1,747
-8% -$552K 2.56% 12
2025
Q2 		$6.39M Sell
21,040
-4,744
-18% -$1.33M 2.96% 10
2025
Q1 		$7.09M Buy
25,784
+613
+2% +$178K 3.85% 9
2024
Q4 		$7.29M Sell
25,171
-1,580
-6% -$461K 3.93% 9
2024
Q3 		$7.57M Sell
26,751
-949
-3% -$259K 3.57% 9
2024
Q2 		$7.41M Sell
27,700
-2,128
-7% -$551K 3.86% 8
2024
Q1 		$7.75M Sell
29,828
-508
-2% -$126K 4.25% 9
2023
Q4 		$7.2M Buy
30,336
+1,219
+4% +$269K 4.1% 9
2023
Q3 		$6.18M Buy
29,117
+1,581
+6% +$350K 3.83% 8
2023
Q2 		$6.07M Sell
27,536
-4,890
-15% -$1.02M 4.01% 9
2023
Q1 		$6.62M Sell
32,426
-200
-0.6% -$40K 4.27% 9
2022
Q4 		$6.24M Sell
32,626
-1,880
-5% -$362K 3.97% 10
2022
Q3 		$6.19M Sell
34,506
-404
-1% -$80.5K 4.32% 6
2022
Q2 		$6.58M Buy
34,910
+976
+3% +$201K 4.83% 6
2022
Q1 		$7.73M Buy
33,934
+1,581
+5% +$356K 4.97% 6
2021
Q4 		$7.81M Buy
32,353
+14,506
+81% +$3.42M 5.74% 6
2021
Q3 		$3.96M Buy
17,847
+5,470
+44% +$1.25M 3.06% 7
2021
Q2 		$2.78M Buy
12,377
+2
+0% +$434 2.11% 8
2021
Q1 		$2.7M Sell
12,375
-1,711
-12% -$346K 2.13% 8
2020
Q4 		$2.74M Buy
+14,086
New +$2.57M 2.49% 7

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ACT Advisors's VTI Position: Q2 2026 in Review

ACT Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $139K and leaving 18,414 shares worth $6.81M. The position accounts for 2.27% of the portfolio, ranked #10.

ACT Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.81M in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • ACT Advisors held 18,414 shares of Vanguard Morningstar Total Stock Market ETF worth $6.81M as of Q2 2026.
  • ACT Advisors sold 388 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.27% of ACT Advisors's portfolio in Q2 2026, its #10 holding.
  • ACT Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • ACT Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $7.81M in Q4 2021.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.