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Advance Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Advance Capital 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 		$1.18M Buy
3,665
+50
+1% +$16.8K 0.04% 55
2025
Q4 		$1.21M Sell
3,615
-588
-14% -$196K 0.05% 54
2025
Q3 		$1.38M Sell
4,203
-54
-1% -$17.1K 0.06% 52
2025
Q2 		$1.29M Buy
4,257
+703
+20% +$198K 0.06% 51
2025
Q1 		$977K Sell
3,554
-1
-0% -$291 0.05% 56
2024
Q4 		$1.03M Sell
3,555
-15
-0.4% -$4.38K 0.05% 50
2024
Q3 		$1.01M Sell
3,570
-177
-5% -$48.3K 0.04% 50
2024
Q2 		$1M Sell
3,747
-105
-3% -$27.2K 0.05% 46
2024
Q1 		$1M Buy
3,852
+110
+3% +$27.2K 0.07% 44
2023
Q4 		$888K Sell
3,742
-549
-13% -$121K 0.07% 39
2023
Q3 		$911K Buy
4,291
+727
+20% +$161K 0.08% 38
2023
Q2 		$785K Buy
3,564
+16
+0.5% +$3.34K 0.09% 44
2023
Q1 		$724K Sell
3,548
-102
-3% -$20.4K 0.13% 39
2022
Q4 		$698K Buy
3,650
+1,353
+59% +$261K 0.09% 40
2022
Q3 		$412K Sell
2,297
-408
-15% -$81.3K 0.05% 50
2022
Q2 		$510K Sell
2,705
-116
-4% -$23.8K 0.06% 40
2022
Q1 		$642K Buy
2,821
+251
+10% +$56.4K 0.08% 36
2021
Q4 		$621K Buy
+2,570
New +$607K 0.13% 36

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 $12.8B AUM 19.73% 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

Advance Capital Management's VTI Position: Q1 2026 in Review

Advance Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q1 2026, buying an estimated $16.8K and bringing the position to 3,665 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #55.

Advance Capital Management first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.38M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Advance Capital Management held 3,665 shares of Vanguard Morningstar Total Stock Market ETF worth $1.18M as of Q1 2026.
  • Advance Capital Management bought 50 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $16.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Advance Capital Management's portfolio in Q1 2026, its #55 holding.
  • Advance Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.38M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.