ALM First Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

ALM First Financial 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	$4.14M	Hold	14,000	–	–	0.7%	16
2026 Q1	$3.59M	Hold	14,000	–	–	0.64%	19
2025 Q4	$3.75M	Hold	14,000	–	–	0.74%	17
2025 Q3	$3.67M	Hold	14,000	–	–	0.74%	17
2025 Q2	$3.4M	Hold	14,000	–	–	0.74%	17
2025 Q1	$3.07M	Hold	14,000	–	–	0.7%	17
2024 Q4	$3.24M	Hold	14,000	–	–	0.77%	17
2024 Q3	$3.17M	Hold	14,000	–	–	0.78%	17
2024 Q2	$2.99M	Hold	14,000	–	–	0.86%	15
2024 Q1	$3.64M	Hold	14,000	–	–	1.01%	16
2023 Q4	$3.32M	Hold	14,000	–	–	0.97%	16
2023 Q3	$2.97M	Buy	14,000 +52	+0.4%	+$11.5K	0.89%	17
2023 Q2	$3.07M	Buy	+13,948	New	+$2.91M	0.9%	16

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

ALM First Financial Advisors's VTI Position: Q2 2026 in Review

ALM First Financial Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 14,000 shares worth $4.14M. The position accounts for 0.7% of the portfolio, ranked #16.

ALM First Financial Advisors first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

ALM First Financial Advisors held 14,000 shares of Vanguard Morningstar Total Stock Market ETF worth $4.14M as of Q2 2026.
ALM First Financial Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.7% of ALM First Financial Advisors's portfolio in Q2 2026, its #16 holding.
ALM First Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.