Ameritas Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ameritas Advisory Services’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	$45.8M	Buy	123,780 +67,604	+120%	+$24.2M	0.92%	20
2026 Q1	$18M	Sell	56,176 -3,543	-6%	-$1.19M	0.7%	34
2025 Q4	$20M	Sell	59,719 -4,463	-7%	-$1.48M	0.75%	33
2025 Q3	$21.1M	Buy	64,182 +35,285	+122%	+$11.1M	1.38%	10
2025 Q2	$8.78M	Sell	28,897 -23,259	-45%	-$6.54M	0.46%	37
2025 Q1	$14.7M	Sell	52,156 -18,547	-26%	-$5.39M	0.59%	36
2024 Q4	$20.5M	Buy	70,703 +25,101	+55%	+$7.32M	0.71%	29
2024 Q3	$12.9M	Sell	45,602 -21,873	-32%	-$5.97M	0.56%	37
2024 Q2	$18.1M	Buy	67,475 +5,714	+9%	+$1.48M	0.68%	30
2024 Q1	$15.7M	Buy	61,761 +25,918	+72%	+$6.41M	0.65%	31
2023 Q4	$8.7M	Sell	35,843 -10,866	-23%	-$2.4M	0.48%	49
2023 Q3	$9.94M	Buy	46,709 +20,074	+75%	+$4.44M	0.5%	43
2023 Q2	$5.81M	Sell	26,635 -19,328	-42%	-$4.03M	0.75%	25
2023 Q1	$9.4M	Sell	45,963 -19,093	-29%	-$3.82M	0.47%	44
2022 Q4	$12.4M	Buy	65,056 +9,089	+16%	+$1.75M	0.58%	32
2022 Q3	$10M	Buy	55,967 +1,084	+2%	+$216K	0.6%	34
2022 Q2	$10.4M	Sell	54,883 -4,608	-8%	-$947K	0.6%	33
2022 Q1	$13.5M	Buy	59,491 +323	+0.5%	+$72.6K	0.5%	39
2021 Q4	$14.3M	Buy	+59,168	New	+$14M	0.52%	41

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

Ameritas Advisory Services's VTI Position: Q2 2026 in Review

Ameritas Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 120% in Q2 2026, buying an estimated $24.2M and bringing the position to 123,780 shares worth $45.8M. The position accounts for 0.92% of the portfolio, ranked #20.

Ameritas Advisory Services first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ameritas Advisory Services held 123,780 shares of Vanguard Morningstar Total Stock Market ETF worth $45.8M as of Q2 2026.
Ameritas Advisory Services bought 67,604 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.2M.
Vanguard Morningstar Total Stock Market ETF made up 0.92% of Ameritas Advisory Services's portfolio in Q2 2026, its #20 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.