Advanced Asset Management Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Advanced Asset Management 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	$16.4K	Hold	44	–	–	﹤0.01%	77
2026 Q1	$14.2K	Buy	44 +39	+780%	+$13.1K	﹤0.01%	71
2025 Q4	$1.68K	Buy	+5	New	+$1.66K	﹤0.01%	80
2018 Q1	–	Sell	-5,000	Closed	-$686K	–	127
2017 Q4	$686K	Buy	+5,000	New	+$669K	0.23%	89

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

Advanced Asset Management Advisors's VTI Position: Q2 2026 in Review

Advanced Asset Management Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 44 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Advanced Asset Management Advisors first reported a position in VTI in Q4 2017 and has held it in 4 quarters since. The position peaked at $686K in Q4 2017. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Advanced Asset Management Advisors held 44 shares of Vanguard Morningstar Total Stock Market ETF worth $16.4K as of Q2 2026.
Advanced Asset Management Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #77 holding.
Advanced Asset Management Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 4 quarters since.
Advanced Asset Management Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $686K in Q4 2017.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.