AHL Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

AHL Investment 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
2025 Q3	$2.02M	Buy	6,170 +58	+0.9%	+$18.3K	1.38%	27
2025 Q2	$1.86M	Buy	6,112 +20	+0.3%	+$5.63K	1.24%	32
2025 Q1	$1.67M	Sell	6,092 -67	-1%	-$19.5K	1.15%	35
2024 Q4	$1.78M	Hold	6,159	–	–	1.25%	31
2024 Q3	$1.74M	Hold	6,159	–	–	1.2%	34
2024 Q2	$1.65M	Hold	6,159	–	–	1.21%	33
2024 Q1	$1.6M	Hold	6,159	–	–	1.23%	32
2023 Q4	$1.46M	Hold	6,159	–	–	1.2%	32
2023 Q3	$1.31M	Hold	6,159	–	–	1.17%	33
2023 Q2	$1.36M	Sell	6,159 -452	-7%	-$94.3K	1.21%	33
2023 Q1	$1.35M	Sell	6,611 -1,538	-19%	-$308K	1.24%	33
2022 Q4	$1.56M	Buy	+8,149	New	+$1.57M	1.45%	27

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AHL Investment Management's VTI Position: Q3 2025 in Review

AHL Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.95% in Q3 2025, buying an estimated $18.3K and bringing the position to 6,170 shares worth $2.02M. The position accounts for 1.38% of the portfolio, ranked #27.

AHL Investment Management first reported a position in VTI in Q4 2022 and has held it in 12 quarters since. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

AHL Investment Management held 6,170 shares of Vanguard Morningstar Total Stock Market ETF worth $2.02M as of Q3 2025.
AHL Investment Management bought 58 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $18.3K.
Vanguard Morningstar Total Stock Market ETF made up 1.38% of AHL Investment Management's portfolio in Q3 2025, its #27 holding.
AHL Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 12 quarters since.
3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.