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 Q2	$1.55M	Buy	4,191 +526	+14%	+$188K	0.05%	55
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 $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

Advance Capital Management's VTI Position: Q2 2026 in Review

Advance Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $188K and bringing the position to 4,191 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #55.

Advance Capital Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Advance Capital Management held 4,191 shares of Vanguard Morningstar Total Stock Market ETF worth $1.55M as of Q2 2026.
Advance Capital Management bought 526 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $188K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Advance Capital Management's portfolio in Q2 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 19 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.