AWM
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AE Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

AE Wealth 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 		$20.2M Buy
63,114
+8,383
+15% +$2.81M 0.11% 200
2025
Q4 		$18.4M Buy
54,731
+9,626
+21% +$3.2M 0.11% 199
2025
Q3 		$14.8M Buy
45,105
+9,986
+28% +$3.15M 0.09% 220
2025
Q2 		$10.7M Sell
35,119
-814
-2% -$229K 0.08% 245
2025
Q1 		$9.88M Sell
35,933
-1,846
-5% -$536K 0.08% 242
2024
Q4 		$10.9M Sell
37,779
-7,329
-16% -$2.14M 0.09% 227
2024
Q3 		$12.8M Buy
45,108
+184
+0.4% +$50.2K 0.12% 193
2024
Q2 		$12M Buy
44,924
+9,239
+26% +$2.39M 0.12% 202
2024
Q1 		$9.27M Sell
35,685
-480,569
-93% -$119M 0.1% 226
2023
Q4 		$125M Sell
516,254
-2,233
-0.4% -$494K 0.64% 22
2023
Q3 		$110M Buy
518,487
+55,607
+12% +$12.3M 0.66% 19
2023
Q2 		$102M Buy
462,880
+170,857
+59% +$35.6M 0.61% 22
2023
Q1 		$59.6M Buy
292,023
+77,212
+36% +$15.5M 0.38% 37
2022
Q4 		$41.1M Sell
214,811
-50,862
-19% -$9.8M 0.3% 63
2022
Q3 		$47.7M Sell
265,673
-80,886
-23% -$16.1M 0.38% 48
2022
Q2 		$65.4M Buy
346,559
+128,037
+59% +$26.3M 0.52% 36
2022
Q1 		$49.8M Sell
218,522
-57,973
-21% -$13M 0.34% 57
2021
Q4 		$66.8M Buy
276,495
+34,638
+14% +$8.18M 0.47% 39
2021
Q3 		$53.7M Buy
241,857
+80,852
+50% +$18.4M 0.44% 43
2021
Q2 		$35.9M Buy
161,005
+21,480
+15% +$4.66M 0.31% 72
2021
Q1 		$28.8M Sell
139,525
-102,087
-42% -$20.7M 0.29% 79
2020
Q4 		$47M Buy
241,612
+120,248
+99% +$22M 0.53% 34
2020
Q3 		$20.7M Sell
121,364
-22,025
-15% -$3.7M 0.3% 75
2020
Q2 		$22.4M Buy
143,389
+63,829
+80% +$9.41M 0.35% 63
2020
Q1 		$10.3M Sell
79,560
-23,932
-23% -$3.7M 0.24% 86
2019
Q4 		$16.9M Buy
103,492
+13,780
+15% +$2.16M 0.37% 58
2019
Q3 		$13.5M Buy
89,712
+8,452
+10% +$1.27M 0.39% 52
2019
Q2 		$12.2M Buy
81,260
+34,605
+74% +$5.1M 0.37% 57
2019
Q1 		$6.75M Buy
46,655
+16,557
+55% +$2.31M 0.47% 48
2018
Q4 		$3.84M Sell
30,098
-35,957
-54% -$4.96M 0.66% 34
2018
Q3 		$9.88M Sell
66,055
-461
-0.7% -$67.8K 0.54% 39
2018
Q2 		$9.34M Buy
66,516
+1,839
+3% +$257K 0.64% 32
2018
Q1 		$8.78M Buy
64,677
+2,488
+4% +$349K 0.68% 29
2017
Q4 		$8.54M Buy
62,189
+26,906
+76% +$3.6M 0.75% 28
2017
Q3 		$4.57M Buy
35,283
+10,856
+44% +$1.37M 0.42% 38
2017
Q2 		$3.04M Buy
24,427
+8,399
+52% +$1.03M 0.36% 58
2017
Q1 		$1.94M Buy
16,028
+7,384
+85% +$884K 0.36% 56
2016
Q4 		$997K Buy
+8,644
New +$972K 0.4% 55

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

AE Wealth Management's VTI Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 15% in Q1 2026, buying an estimated $2.81M and bringing the position to 63,114 shares worth $20.2M. The position accounts for 0.11% of the portfolio, ranked #200.

AE Wealth Management first reported a position in VTI in Q4 2016 and has held it in 38 quarters since. The position peaked at $125M in Q4 2023. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • AE Wealth Management held 63,114 shares of Vanguard Total Stock Market ETF worth $20.2M as of Q1 2026.
  • AE Wealth Management bought 8,383 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.81M.
  • Vanguard Total Stock Market ETF made up 0.11% of AE Wealth Management's portfolio in Q1 2026, its #200 holding.
  • AE Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Total Stock Market ETF position peaked at $125M in Q4 2023.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.