AF
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Advisornet Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Advisornet Financial’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 		$30.5M Buy
82,386
+1,040
+1% +$372K 1.39% 13
2026
Q1 		$26.1M Buy
81,346
+4,300
+6% +$1.44M 1.35% 11
2025
Q4 		$25.8M Buy
77,046
+3,081
+4% +$1.02M 1.38% 11
2025
Q3 		$24.3M Buy
73,965
+3,907
+6% +$1.23M 1.37% 13
2025
Q2 		$21.3M Sell
70,058
-10,552
-13% -$2.97M 1.37% 12
2025
Q1 		$22.2M Buy
80,610
+681
+0.9% +$198K 1.64% 10
2024
Q4 		$23.2M Buy
79,929
+1,019
+1% +$297K 1.94% 5
2024
Q3 		$22.3M Sell
78,910
-1,213
-2% -$331K 1.67% 7
2024
Q2 		$21.4M Sell
80,123
-1,416
-2% -$366K 1.95% 6
2024
Q1 		$21.2M Sell
81,539
-2,598
-3% -$643K 2.04% 4
2023
Q4 		$20M Buy
84,137
+4,430
+6% +$979K 1.84% 5
2023
Q3 		$16.9M Buy
79,707
+4,460
+6% +$987K 1.54% 7
2023
Q2 		$16.6M Buy
75,247
+20,743
+38% +$4.33M 1.42% 9
2023
Q1 		$11.1M Buy
54,504
+4,812
+10% +$963K 1.02% 19
2022
Q4 		$9.5M Buy
49,692
+1,171
+2% +$226K 0.93% 21
2022
Q3 		$8.71M Sell
48,521
-222
-0.5% -$44.2K 0.87% 21
2022
Q2 		$9.19M Sell
48,743
-6,698
-12% -$1.38M 0.9% 20
2022
Q1 		$12.6M Sell
55,441
-532
-1% -$120K 0.79% 25
2021
Q4 		$13.5M Buy
55,973
+31,612
+130% +$7.46M 0.83% 17
2021
Q3 		$5.41M Sell
24,361
-495
-2% -$113K 0.38% 60
2021
Q2 		$5.54M Sell
24,856
-182
-0.7% -$39.5K 0.37% 64
2021
Q1 		$5.17M Sell
25,038
-525
-2% -$106K 0.37% 65
2020
Q4 		$4.98M Sell
25,563
-1,904
-7% -$348K 0.4% 49
2020
Q3 		$4.68M Sell
27,467
-3,221
-10% -$542K 0.4% 52
2020
Q2 		$4.8M Sell
30,688
-4,733
-13% -$698K 0.39% 59
2020
Q1 		$4.57M Sell
35,421
-1,770
-5% -$274K 0.42% 55
2019
Q4 		$6.08M Buy
37,191
+248
+0.7% +$38.9K 0.52% 42
2019
Q3 		$5.58M Buy
36,943
+919
+3% +$139K 0.51% 39
2019
Q2 		$5.41M Buy
36,024
+426
+1% +$62.7K 0.6% 30
2019
Q1 		$5.15M Sell
35,598
-1,814
-5% -$253K 0.63% 28
2018
Q4 		$4.78M Sell
37,412
-5,488
-13% -$758K 0.66% 24
2018
Q3 		$6.42M Sell
42,900
-3,017
-7% -$444K 0.81% 21
2018
Q2 		$6.45M Sell
45,917
-5,314
-10% -$741K 0.87% 20
2018
Q1 		$6.95M Sell
51,231
-18,117
-26% -$2.54M 0.96% 16
2017
Q4 		$9.52M Buy
+69,348
New +$9.28M 1.45% 9

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Advisornet Financial's VTI Position: Q2 2026 in Review

Advisornet Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $372K and bringing the position to 82,386 shares worth $30.5M. The position accounts for 1.39% of the portfolio, ranked #13.

Advisornet Financial first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. 1,980 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Advisornet Financial held 82,386 shares of Vanguard Morningstar Total Stock Market ETF worth $30.5M as of Q2 2026.
  • Advisornet Financial bought 1,040 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $372K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.39% of Advisornet Financial's portfolio in Q2 2026, its #13 holding.
  • Advisornet Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.