AIFAIM
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American Institute for Advanced Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

American Institute for Advanced 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
2026
Q2 		$3.01M Buy
8,144
+58
+0.7% +$20.7K 1.74% 9
2026
Q1 		$2.59M Sell
8,086
-3,172
-28% -$1.06M 1.68% 10
2025
Q4 		$3.77M Sell
11,258
-400
-3% -$133K 2.43% 6
2025
Q3 		$3.83M Sell
11,658
-19
-0.2% -$6K 2.51% 6
2025
Q2 		$3.55M Sell
11,677
-49
-0.4% -$13.8K 2.51% 7
2025
Q1 		$3.22M Sell
11,726
-539
-4% -$157K 2.46% 8
2024
Q4 		$3.55M Sell
12,265
-553
-4% -$161K 2.65% 6
2024
Q3 		$3.63M Sell
12,818
-592
-4% -$161K 2.6% 6
2024
Q2 		$3.59M Buy
13,410
+7
+0.1% +$1.81K 2.75% 6
2024
Q1 		$3.48M Sell
13,403
-202
-1% -$50K 2.75% 7
2023
Q4 		$3.23M Sell
13,605
-293
-2% -$64.8K 2.85% 8
2023
Q3 		$2.95M Sell
13,898
-160
-1% -$35.4K 2.73% 8
2023
Q2 		$3.1M Sell
14,058
-150
-1% -$31.3K 2.71% 9
2023
Q1 		$2.9M Sell
14,208
-667
-4% -$134K 3.09% 8
2022
Q4 		$2.84M Buy
14,875
+40
+0.3% +$7.71K 2.6% 8
2022
Q3 		$2.66M Sell
14,835
-150
-1% -$29.9K 2.49% 9
2022
Q2 		$2.83M Sell
14,985
-100
-0.7% -$20.5K 2.48% 9
2022
Q1 		$3.43M Sell
15,085
-240
-2% -$54K 2.49% 9
2021
Q4 		$3.7M Sell
15,325
-156
-1% -$36.8K 2.49% 10
2021
Q3 		$3.44M Sell
15,481
-315
-2% -$71.8K 2.44% 10
2021
Q2 		$3.52M Hold
15,796
– – 2.48% 10
2021
Q1 		$3.27M Buy
15,796
+100
+0.6% +$20.2K 2.49% 9
2020
Q4 		$3.06M Buy
15,696
+635
+4% +$116K 2.46% 9
2020
Q3 		$2.56M Sell
15,061
-296
-2% -$49.8K 2.3% 10
2020
Q2 		$2.4M Buy
15,357
+1,155
+8% +$170K 2.27% 13
2020
Q1 		$1.83M Sell
14,202
-125
-0.9% -$19.3K 1.99% 13
2019
Q4 		$2.34M Buy
+14,327
New +$2.24M 2.26% 11

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

American Institute for Advanced Investment Management's VTI Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.72% in Q2 2026, buying an estimated $20.7K and bringing the position to 8,144 shares worth $3.01M. The position accounts for 1.74% of the portfolio, ranked #9.

American Institute for Advanced Investment Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.83M in Q3 2025. 2,788 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • American Institute for Advanced Investment Management held 8,144 shares of Vanguard Morningstar Total Stock Market ETF worth $3.01M as of Q2 2026.
  • American Institute for Advanced Investment Management bought 58 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.74% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #9 holding.
  • American Institute for Advanced Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.83M in Q3 2025.
  • 2,788 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.