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

AF 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	$1.84M	Sell	4,966 -31	-0.6%	-$11.1K	0.9%	6
2026 Q1	$1.6M	Sell	4,997 -153	-3%	-$51.3K	0.89%	6
2025 Q4	$1.73M	Buy	5,150 +1	+0%	+$333	0.66%	6
2025 Q3	$1.69M	Hold	5,149	–	–	0.69%	6
2025 Q2	$1.56M	Hold	5,149	–	–	0.54%	6
2025 Q1	$1.42M	Sell	5,149 -369	-7%	-$107K	0.27%	3
2024 Q4	$1.6M	Buy	5,518 +110	+2%	+$32.1K	0.22%	3
2024 Q3	$1.53M	Buy	5,408 +1	+0%	+$273	0.22%	3
2024 Q2	$1.45M	Sell	5,407 -22	-0.4%	-$5.69K	0.27%	3
2024 Q1	$1.41M	Buy	5,429 +65	+1%	+$16.1K	0.31%	3
2023 Q4	$1.27M	Hold	5,364	–	–	0.3%	3
2023 Q3	$1.14M	Buy	5,364 +17	+0.3%	+$3.76K	0.35%	3
2023 Q2	$1.18M	Hold	5,347	–	–	0.39%	3
2023 Q1	$1.09M	Buy	5,347 +131	+3%	+$26.2K	0.41%	3
2022 Q4	$936K	Hold	5,216	–	–	0.59%	3
2022 Q3	$936K	Sell	5,216 -441	-8%	-$87.9K	0.59%	3
2022 Q2	$1.07M	Buy	5,657 +1,650	+41%	+$339K	0.68%	3
2022 Q1	$912K	Sell	4,007 -720	-15%	-$162K	0.61%	3
2021 Q4	$1.14M	Buy	4,727 +154	+3%	+$36.4K	0.66%	3
2021 Q3	$1.01M	Buy	4,573 +281	+7%	+$64.1K	0.64%	3
2021 Q2	$957K	Buy	+4,292	New	+$931K	0.48%	3
2021 Q1	–	Sell	-3,803	Closed	-$738K	–	19
2020 Q4	$738K	Hold	3,803	–	–	0.37%	3
2020 Q3	$648K	Hold	3,803	–	–	0.39%	3
2020 Q2	$597K	Hold	3,803	–	–	0.36%	4
2020 Q1	$490K	Buy	3,803 +1,006	+36%	+$156K	0.4%	4
2019 Q4	$458K	Buy	+2,797	New	+$438K	0.3%	6

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

AF Advisors's VTI Position: Q2 2026 in Review

AF Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.62% in Q2 2026, selling an estimated $11.1K and leaving 4,966 shares worth $1.84M. The position accounts for 0.9% of the portfolio, ranked #6.

AF Advisors first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

AF Advisors held 4,966 shares of Vanguard Morningstar Total Stock Market ETF worth $1.84M as of Q2 2026.
AF Advisors sold 31 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Morningstar Total Stock Market ETF made up 0.9% of AF Advisors's portfolio in Q2 2026, its #6 holding.
AF Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on AF Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.