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

Aprio 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 		$4.46M Sell
12,049
-191
-2% -$68.3K 0.22% 94
2026
Q1 		$3.93M Sell
12,240
-1,269
-9% -$426K 0.21% 86
2025
Q4 		$4.58M Buy
13,509
+2,142
+19% +$713K 0.26% 80
2025
Q3 		$3.73M Buy
11,367
+8,624
+314% +$2.72M 0.37% 49
2025
Q2 		$834K Buy
2,743
+70
+3% +$19.7K 0.09% 124
2025
Q1 		$735K Buy
2,673
+122
+5% +$35.4K 0.09% 134
2024
Q4 		$739K Buy
2,551
+10
+0.4% +$2.92K 0.11% 105
2024
Q3 		$720K Buy
2,541
+2
+0.1% +$546 0.12% 98
2024
Q2 		$679K Buy
2,539
+71
+3% +$18.4K 0.12% 95
2024
Q1 		$642K Buy
2,468
+111
+5% +$27.5K 0.13% 90
2023
Q4 		$559K Buy
2,357
+502
+27% +$111K 0.12% 89
2023
Q3 		$394K Sell
1,855
-90
-5% -$19.9K 0.11% 94
2023
Q2 		$428K Buy
1,945
+32
+2% +$6.67K 0.12% 85
2023
Q1 		$390K Buy
1,913
+104
+6% +$20.8K 0.12% 81
2022
Q4 		$346K Sell
1,809
-1,072
-37% -$207K 0.12% 79
2022
Q3 		$517K Buy
2,881
+1,102
+62% +$220K 0.21% 60
2022
Q2 		$336K Sell
1,779
-103
-5% -$21.2K 0.13% 61
2022
Q1 		$428K Buy
1,882
+635
+51% +$143K 0.16% 56
2021
Q4 		$301K Sell
1,247
-154
-11% -$36.4K 0.13% 56
2021
Q3 		$311K Buy
1,401
+32
+2% +$7.3K 0.14% 55
2021
Q2 		$305K Buy
+1,369
New +$297K 0.14% 54
2020
Q2 		– Sell
-3,805
Closed -$491K – 80
2020
Q1 		$491K Buy
+3,805
New +$588K 0.62% 30

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

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

Aprio Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $68.3K and leaving 12,049 shares worth $4.46M. The position accounts for 0.22% of the portfolio, ranked #94.

Aprio Wealth Management first reported a position in VTI in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.58M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Aprio Wealth Management held 12,049 shares of Vanguard Morningstar Total Stock Market ETF worth $4.46M as of Q2 2026.
  • Aprio Wealth Management sold 191 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $68.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of Aprio Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Aprio Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 22 quarters since.
  • Aprio Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.58M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.