AIM
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Anchor Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Anchor 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
Q1 		$3.6M Buy
11,208
+572
+5% +$192K 0.3% 88
2025
Q4 		$3.57M Buy
10,636
+23
+0.2% +$7.65K 0.29% 92
2025
Q3 		$3.48M Sell
10,613
-10
-0.1% -$3.16K 0.29% 90
2025
Q2 		$3.23M Sell
10,623
-730
-6% -$205K 0.28% 91
2025
Q1 		$3.12M Buy
11,353
+10
+0.1% +$2.9K 0.29% 93
2024
Q4 		$3.29M Sell
11,343
-1,213
-10% -$354K 0.31% 88
2024
Q3 		$3.56M Sell
12,556
-1,295
-9% -$353K 0.34% 77
2024
Q2 		$3.71M Buy
13,851
+1,536
+12% +$398K 0.38% 67
2024
Q1 		$3.2M Sell
12,315
-165
-1% -$40.8K 0.34% 82
2023
Q4 		$2.96M Sell
12,480
-219
-2% -$48.4K 0.34% 83
2023
Q3 		$2.7M Buy
12,699
+1,417
+13% +$314K 0.35% 78
2023
Q2 		$2.49M Buy
11,282
+41
+0.4% +$8.55K 0.32% 91
2023
Q1 		$2.29M Sell
11,241
-362
-3% -$72.5K 0.31% 87
2022
Q4 		$2.22M Sell
11,603
-385
-3% -$74.2K 0.32% 88
2022
Q3 		$2.15M Sell
11,988
-423
-3% -$84.3K 0.33% 81
2022
Q2 		$2.34M Sell
12,411
-409
-3% -$84K 0.34% 79
2022
Q1 		$2.92M Sell
12,820
-490
-4% -$110K 0.37% 74
2021
Q4 		$3.21M Buy
13,310
+1,422
+12% +$336K 0.4% 74
2021
Q3 		$2.64M Buy
11,888
+467
+4% +$106K 0.37% 74
2021
Q2 		$2.54M Buy
11,421
+828
+8% +$180K 0.35% 78
2021
Q1 		$2.19M Buy
10,593
+50
+0.5% +$10.1K 0.33% 84
2020
Q4 		$2.05M Buy
10,543
+258
+3% +$47.2K 0.37% 81
2020
Q3 		$1.75M Buy
10,285
+72
+0.7% +$12.1K 0.36% 82
2020
Q2 		$1.6M Sell
10,213
-60
-0.6% -$8.85K 0.36% 80
2020
Q1 		$1.32M Buy
10,273
+141
+1% +$21.8K 0.34% 82
2019
Q4 		$1.66M Buy
10,132
+39
+0.4% +$6.11K 0.35% 86
2019
Q3 		$1.52M Sell
10,093
-34
-0.3% -$5.13K 0.35% 82
2019
Q2 		$1.52M Buy
10,127
+75
+0.7% +$11K 0.36% 82
2019
Q1 		$1.45M Sell
10,052
-1,641
-14% -$229K 0.36% 78
2018
Q4 		$1.49M Buy
11,693
+37
+0.3% +$5.11K 0.43% 66
2018
Q3 		$1.74M Hold
11,656
– – 0.4% 72
2018
Q2 		$1.64M Buy
11,656
+2,153
+23% +$300K 0.4% 73
2018
Q1 		$1.29M Sell
9,503
-227
-2% -$31.8K 0.34% 83
2017
Q4 		$1.34M Buy
9,730
+1,030
+12% +$138K 0.35% 79
2017
Q3 		$1.13M Buy
8,700
+4,455
+105% +$564K 0.33% 91
2017
Q2 		$528K Buy
4,245
+199
+5% +$24.5K 0.18% 132
2017
Q1 		$491K Buy
4,046
+843
+26% +$101K 0.17% 130
2016
Q4 		$369K Buy
3,203
+69
+2% +$7.76K 0.14% 152
2016
Q3 		$349K Buy
3,134
+136
+5% +$15.1K 0.14% 166
2016
Q2 		$321K Buy
2,998
+81
+3% +$8.58K 0.13% 172
2016
Q1 		$306K Buy
+2,917
New +$289K 0.13% 168

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Anchor Investment Management's VTI Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard Total Stock Market ETF (VTI) stake by 5.4% in Q1 2026, buying an estimated $192K and bringing the position to 11,208 shares worth $3.6M. The position accounts for 0.3% of the portfolio, ranked #88.

Anchor Investment Management first reported a position in VTI in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.71M in Q2 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Anchor Investment Management held 11,208 shares of Vanguard Total Stock Market ETF worth $3.6M as of Q1 2026.
  • Anchor Investment Management bought 572 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $192K.
  • Vanguard Total Stock Market ETF made up 0.3% of Anchor Investment Management's portfolio in Q1 2026, its #88 holding.
  • Anchor Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Vanguard Total Stock Market ETF position peaked at $3.71M in Q2 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.