Aquire Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Aquire Wealth 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	$2.42M	Sell	6,545 -39	-0.6%	-$13.9K	0.56%	16
2026 Q1	$2.11M	Sell	6,584 -285	-4%	-$95.6K	0.56%	17
2025 Q4	$2.3M	Sell	6,869 -1,334	-16%	-$444K	0.6%	17
2025 Q3	$2.69M	Sell	8,203 -65	-0.8%	-$20.5K	0.66%	16
2025 Q2	$2.51M	Buy	8,268 +87	+1%	+$24.5K	0.68%	16
2025 Q1	$2.25M	Buy	8,181 +54	+0.7%	+$15.7K	0.69%	16
2024 Q4	$2.36M	Sell	8,127 -143	-2%	-$41.7K	0.73%	16
2024 Q3	$2.34M	Buy	8,270 +240	+3%	+$65.5K	0.74%	17
2024 Q2	$2.15M	Sell	8,030 -54	-0.7%	-$14K	0.72%	18
2024 Q1	$2.1M	Buy	8,084 +754	+10%	+$187K	0.73%	19
2023 Q4	$1.74M	Sell	7,330 -479	-6%	-$106K	0.66%	20
2023 Q3	$1.66M	Buy	7,809 +6	+0.1%	+$1.33K	0.69%	20
2023 Q2	$1.72M	Sell	7,803 -294	-4%	-$61.3K	0.69%	20
2023 Q1	$1.65M	Sell	8,097 -188	-2%	-$37.6K	0.72%	21
2022 Q4	$1.58M	Sell	8,285 -22,849	-73%	-$4.4M	0.79%	21
2022 Q3	$5.59M	Sell	31,134 -1,512	-5%	-$301K	3.24%	9
2022 Q2	$6.16M	Buy	32,646 +19,974	+158%	+$4.1M	3.59%	9
2022 Q1	$2.88M	Buy	12,672 +3,944	+45%	+$887K	1.54%	19
2021 Q4	$2.11M	Buy	+8,728	New	+$2.06M	1.1%	22

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

Aquire Wealth Advisors's VTI Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.59% in Q2 2026, selling an estimated $13.9K and leaving 6,545 shares worth $2.42M. The position accounts for 0.56% of the portfolio, ranked #16.

Aquire Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.16M in Q2 2022. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aquire Wealth Advisors held 6,545 shares of Vanguard Morningstar Total Stock Market ETF worth $2.42M as of Q2 2026.
Aquire Wealth Advisors sold 39 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.56% of Aquire Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Aquire Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Aquire Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $6.16M in Q2 2022.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.