Aegis Wealth Management (Maryland)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Aegis Wealth Management (Maryland)’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	$4.69M	Hold	12,681	–	–	2.21%	11
2026 Q1	$4.07M	Sell	12,681 -325	-2%	-$109K	2.33%	11
2025 Q4	$4.36M	Buy	13,006 +301	+2%	+$100K	2.47%	10
2025 Q3	$4.17M	Sell	12,705 -3,279	-21%	-$1.04M	2.23%	9
2025 Q2	$4.39M	Hold	15,984	–	–	2.63%	11
2025 Q1	$4.39M	Buy	15,984 +3,279	+26%	+$953K	2.58%	11
2024 Q4	$3.68M	Buy	+12,705	New	+$3.71M	2.49%	12

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

Aegis Wealth Management (Maryland)'s VTI Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 12,681 shares worth $4.69M. The position accounts for 2.21% of the portfolio, ranked #11.

Aegis Wealth Management (Maryland) first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aegis Wealth Management (Maryland) held 12,681 shares of Vanguard Morningstar Total Stock Market ETF worth $4.69M as of Q2 2026.
Aegis Wealth Management (Maryland) left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 2.21% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #11 holding.
Aegis Wealth Management (Maryland) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.