AMG
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Advisors Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Advisors Management Group’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 		$3.1M Buy
9,656
+70
+0.7% +$23.5K 0.56% 50
2025
Q4 		$3.21M Sell
9,586
-162
-2% -$53.9K 0.58% 48
2025
Q3 		$3.2M Sell
9,748
-313
-3% -$98.9K 0.56% 53
2025
Q2 		$3.06M Sell
10,061
-183
-2% -$51.5K 0.58% 52
2025
Q1 		$2.81M Buy
10,244
+920
+10% +$267K 0.61% 51
2024
Q4 		$2.7M Buy
9,324
+1,252
+16% +$365K 0.64% 53
2024
Q3 		$2.29M Buy
8,072
+246
+3% +$67.1K 0.54% 58
2024
Q2 		$2.09M Buy
7,826
+10
+0.1% +$2.59K 0.52% 61
2024
Q1 		$2.03M Buy
7,816
+39
+0.5% +$9.65K 0.5% 62
2023
Q4 		$1.84M Buy
7,777
+364
+5% +$80.5K 0.5% 62
2023
Q3 		$1.57M Buy
7,413
+1,027
+16% +$227K 0.48% 63
2023
Q2 		$1.41M Sell
6,386
-599
-9% -$125K 0.42% 64
2023
Q1 		$1.43M Sell
6,985
-188
-3% -$37.6K 0.45% 58
2022
Q4 		$1.37M Buy
7,173
+859
+14% +$166K 0.52% 53
2022
Q3 		$1.13M Buy
6,314
+873
+16% +$174K 0.45% 59
2022
Q2 		$1.03M Buy
5,441
+421
+8% +$86.5K 0.36% 64
2022
Q1 		$1.14M Sell
5,020
-119
-2% -$26.8K 0.39% 59
2021
Q4 		$1.24M Buy
5,139
+171
+3% +$40.4K 0.37% 58
2021
Q3 		$1.1M Buy
4,968
+53
+1% +$12.1K 0.34% 60
2021
Q2 		$1.09M Buy
4,915
+641
+15% +$139K 0.33% 61
2021
Q1 		$883K Buy
+4,274
New +$865K 0.28% 62

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 $11.5B AUM 18.72% 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

Advisors Management Group's VTI Position: Q1 2026 in Review

Advisors Management Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.73% in Q1 2026, buying an estimated $23.5K and bringing the position to 9,656 shares worth $3.1M. The position accounts for 0.56% of the portfolio, ranked #50.

Advisors Management Group first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.21M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Advisors Management Group held 9,656 shares of Vanguard Total Stock Market ETF worth $3.1M as of Q1 2026.
  • Advisors Management Group bought 70 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $23.5K.
  • Vanguard Total Stock Market ETF made up 0.56% of Advisors Management Group's portfolio in Q1 2026, its #50 holding.
  • Advisors Management Group first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Advisors Management Group's Vanguard Total Stock Market ETF position peaked at $3.21M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.