Arax Advisory Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Arax Advisory Partners’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	$171M	Buy	461,612 +271,355	+143%	+$97M	1.13%	10
2026 Q1	$61M	Buy	190,257 +21,042	+12%	+$7.06M	1.72%	7
2025 Q4	$56.7M	Buy	+169,215	New	+$56.3M	1.65%	6
2025 Q3	–	Sell	-83,473	Closed	-$41.9M	–	4312
2025 Q2	$41.9M	Buy	83,473 +8,686	+12%	+$2.44M	1.93%	7
2025 Q1	$20.6M	Sell	74,787 -5,874	-7%	-$1.71M	1.32%	19
2024 Q4	$23.4M	Buy	80,661 +16,933	+27%	+$4.94M	1.47%	18
2024 Q3	$18M	Buy	63,728 +645	+1%	+$176K	1.61%	25
2024 Q2	$16.9M	Buy	63,083 +617	+1%	+$160K	1.65%	22
2024 Q1	$16.2M	Sell	62,466 -510	-0.8%	-$126K	1.71%	22
2023 Q4	$14.9M	Buy	62,976 +1,167	+2%	+$258K	1.66%	23
2023 Q3	$13.1M	Buy	61,809 +2,743	+5%	+$607K	1.64%	22
2023 Q2	$13M	Buy	59,066 +7,382	+14%	+$1.54M	1.66%	21
2023 Q1	$10.5M	Sell	51,684 -408	-0.8%	-$81.7K	1.4%	25
2022 Q4	$9.96M	Sell	52,092 -2,044	-4%	-$394K	1.38%	25
2022 Q3	$9.72M	Buy	54,136 +2,285	+4%	+$455K	1.53%	18
2022 Q2	$9.78M	Buy	51,851 +7,034	+16%	+$1.45M	1.48%	19
2022 Q1	$10.2M	Buy	44,817 +751	+2%	+$169K	1.36%	22
2021 Q4	$10.6M	Buy	44,066 +2,299	+6%	+$543K	1.35%	20
2021 Q3	$9.28M	Sell	41,767 -1,618	-4%	-$369K	1.27%	21
2021 Q2	$9.67M	Buy	+43,385	New	+$9.42M	1.32%	21
2020 Q4	$7.03M	Buy	36,095 +715	+2%	+$131K	1.04%	25
2020 Q3	$6.03M	Buy	35,380 +1,698	+5%	+$286K	1.02%	23
2020 Q2	$5.27M	Buy	33,682 +4,227	+14%	+$623K	0.94%	25
2020 Q1	$3.8M	Buy	29,455 +15,560	+112%	+$2.41M	0.88%	25
2019 Q4	$2.27M	Buy	13,895 +183	+1%	+$28.7K	0.65%	26
2019 Q3	$2.07M	Buy	13,712 +664	+5%	+$100K	0.62%	26
2019 Q2	$1.96M	Buy	+13,048	New	+$1.92M	0.65%	25
2018 Q4	$1.6M	Buy	12,568 +3,511	+39%	+$485K	0.64%	27
2018 Q3	$1.35M	Buy	+9,057	New	+$1.33M	0.55%	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

Arax Advisory Partners's VTI Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 143% in Q2 2026, buying an estimated $97M and bringing the position to 461,612 shares worth $171M. The position accounts for 1.13% of the portfolio, ranked #10.

Arax Advisory Partners first reported a position in VTI in Q3 2018 and has held it in 29 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Arax Advisory Partners held 461,612 shares of Vanguard Morningstar Total Stock Market ETF worth $171M as of Q2 2026.
Arax Advisory Partners bought 271,355 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $97M.
Vanguard Morningstar Total Stock Market ETF made up 1.13% of Arax Advisory Partners's portfolio in Q2 2026, its #10 holding.
Arax Advisory Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 29 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.