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

American 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 		$6.19M Sell
16,738
-144
-0.9% -$51.5K 0.75% 28
2026
Q1 		$5.42M Buy
16,882
+146
+0.9% +$49K 0.72% 26
2025
Q4 		$5.61M Sell
16,736
-126
-0.7% -$41.9K 0.72% 27
2025
Q3 		$5.53M Sell
16,862
-614
-4% -$194K 0.71% 27
2025
Q2 		$5.31M Buy
17,476
+2,647
+18% +$744K 0.74% 27
2025
Q1 		$4.08M Sell
14,829
-181
-1% -$52.6K 0.59% 29
2024
Q4 		$4.35M Sell
15,010
-811
-5% -$237K 0.61% 29
2024
Q3 		$4.48M Sell
15,821
-1,497
-9% -$408K 0.61% 30
2024
Q2 		$4.63M Sell
17,318
-154
-0.9% -$39.9K 0.66% 30
2024
Q1 		$4.54M Buy
17,472
+11
+0.1% +$2.72K 0.64% 30
2023
Q4 		$4.14M Buy
17,461
+171
+1% +$37.8K 0.61% 30
2023
Q3 		$3.67M Buy
17,290
+154
+0.9% +$34.1K 0.58% 30
2023
Q2 		$3.77M Sell
17,136
-381
-2% -$79.5K 0.59% 32
2023
Q1 		$3.58M Buy
17,517
+786
+5% +$157K 0.58% 31
2022
Q4 		$3.2M Sell
16,731
-484
-3% -$93.3K 0.54% 31
2022
Q3 		$3.09M Sell
17,215
-623
-3% -$124K 0.53% 32
2022
Q2 		$3.37M Buy
17,838
+641
+4% +$132K 0.89% 20
2022
Q1 		$3.92M Buy
17,197
+2,179
+15% +$490K 0.54% 32
2021
Q4 		$3.63M Buy
15,018
+1,188
+9% +$280K 0.46% 30
2021
Q3 		$3.07M Buy
13,830
+1,418
+11% +$323K 0.41% 35
2021
Q2 		$2.77M Buy
12,412
+864
+7% +$188K 0.38% 37
2021
Q1 		$2.39M Buy
11,548
+623
+6% +$126K 0.35% 41
2020
Q4 		$2.13M Sell
10,925
-257
-2% -$47K 0.3% 43
2020
Q3 		$1.9M Sell
11,182
-126
-1% -$21.2K 0.31% 41
2020
Q2 		$1.84M Sell
11,308
-52
-0.5% -$7.67K 0.29% 42
2020
Q1 		$1.64M Sell
11,360
-503
-4% -$77.8K 0.29% 43
2019
Q4 		$1.78M Buy
11,863
+233
+2% +$36.5K 0.31% 39
2019
Q3 		$1.76M Sell
11,630
-28
-0.2% -$4.22K 0.33% 37
2019
Q2 		$1.75M Sell
11,658
-639
-5% -$94.1K 0.34% 39
2019
Q1 		$1.78M Sell
12,297
-43
-0.3% -$6K 0.36% 38
2018
Q4 		$1.57M Buy
+12,340
New +$1.7M 0.35% 38

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Financial Advisors's VTI Position: Q2 2026 in Review

American Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.85% in Q2 2026, selling an estimated $51.5K and leaving 16,738 shares worth $6.19M. The position accounts for 0.75% of the portfolio, ranked #28.

American Financial Advisors first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • American Financial Advisors held 16,738 shares of Vanguard Morningstar Total Stock Market ETF worth $6.19M as of Q2 2026.
  • American Financial Advisors sold 144 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $51.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.75% of American Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • American Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.