AWM
VTI icon

Altus Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Altus 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
Q2 		$56M Buy
151,443
+1,103
+0.7% +$394K 21.57% 1
2026
Q1 		$48.2M Buy
150,340
+184
+0.1% +$61.7K 21.44% 1
2025
Q4 		$50.3M Sell
150,156
-1,494
-1% -$497K 21.7% 1
2025
Q3 		$49.8M Buy
151,650
+2,349
+2% +$742K 22.04% 1
2025
Q2 		$45.4M Sell
149,301
-1,926
-1% -$542K 21.72% 1
2025
Q1 		$41.6M Sell
151,227
-957
-0.6% -$278K 19.46% 1
2024
Q4 		$44.1M Buy
152,184
+1,906
+1% +$556K 19.73% 1
2024
Q3 		$42.6M Sell
150,278
-4,440
-3% -$1.21M 19.96% 1
2024
Q2 		$41.4M Sell
154,718
-485
-0.3% -$126K 19.89% 1
2024
Q1 		$40.3M Buy
155,203
+1,845
+1% +$456K 21.22% 1
2023
Q4 		$36.4M Buy
153,358
+1,560
+1% +$345K 21.76% 1
2023
Q3 		$32.2M Buy
151,798
+3,359
+2% +$744K 22.4% 1
2023
Q2 		$32.7M Sell
148,439
-1,539
-1% -$321K 25.81% 1
2023
Q1 		$30.6M Buy
149,978
+5,515
+4% +$1.1M 25.32% 1
2022
Q4 		$27.6M Sell
144,463
-1,608
-1% -$310K 24.33% 1
2022
Q3 		$26.2M Buy
146,071
+834
+0.6% +$166K 22.45% 1
2022
Q2 		$27.4M Buy
145,237
+2,038
+1% +$419K 21.31% 1
2022
Q1 		$32.6M Buy
143,199
+4,164
+3% +$936K 22.44% 1
2021
Q4 		$33.6M Buy
139,035
+993
+0.7% +$234K 19.99% 1
2021
Q3 		$30.7M Buy
138,042
+7,256
+6% +$1.65M 19.42% 1
2021
Q2 		$29.1M Buy
130,786
+4,165
+3% +$904K 18.77% 1
2021
Q1 		$26.2M Buy
126,621
+3,756
+3% +$760K 18.57% 1
2020
Q4 		$23.9M Buy
122,865
+1,518
+1% +$277K 18.56% 1
2020
Q3 		$20.7M Buy
121,347
+9,557
+9% +$1.61M 19.01% 1
2020
Q2 		$17.5M Buy
111,790
+4,062
+4% +$599K 19.5% 1
2020
Q1 		$13.9M Buy
107,728
+1,616
+2% +$250K 19.85% 1
2019
Q4 		$17.4M Buy
+106,112
New +$16.6M 16.99% 1

Other funds holding VTI

WI
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
BP
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
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
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

Altus Wealth Management's VTI Position: Q2 2026 in Review

Altus Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.73% in Q2 2026, buying an estimated $394K and bringing the position to 151,443 shares worth $56M. The position accounts for 21.57% of the portfolio, ranked #1.

Altus Wealth Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Altus Wealth Management held 151,443 shares of Vanguard Morningstar Total Stock Market ETF worth $56M as of Q2 2026.
  • Altus Wealth Management bought 1,103 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $394K.
  • Vanguard Morningstar Total Stock Market ETF made up 21.57% of Altus Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Altus Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.