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

Arbor 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 Q3	$7.52M	Sell	20,102 -755	-4%	-$283K	4.69%	5
2026 Q2	$7.72M	Buy	20,857 +399	+2%	+$143K	4.72%	5
2026 Q1	$6.56M	Buy	20,458 +628	+3%	+$211K	4.6%	5
2025 Q4	$6.65M	Buy	19,830 +1,690	+9%	+$562K	4.74%	5
2025 Q3	$5.95M	Sell	18,140 -81	-0.4%	-$25.6K	4.44%	5
2025 Q2	$5.54M	Sell	18,221 -300	-2%	-$84.4K	4.49%	5
2025 Q1	$5.09M	Buy	18,521 +550	+3%	+$160K	4.54%	5
2024 Q4	$5.21M	Buy	17,971 +212	+1%	+$61.9K	4.64%	5
2024 Q3	$5.03M	Buy	17,759 +2,223	+14%	+$606K	4.54%	5
2024 Q2	$4.16M	Buy	15,536 +78	+0.5%	+$20.2K	4.1%	5
2024 Q1	$4.02M	Sell	15,458 -165	-1%	-$40.8K	3.79%	5
2023 Q4	$3.71M	Buy	+15,623	New	+$3.45M	3.81%	6

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arbor Wealth Advisors's VTI Position: Q3 2026 in Review

Arbor Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q3 2026, selling an estimated $283K and leaving 20,102 shares worth $7.52M. The position accounts for 4.69% of the portfolio, ranked #5.

Arbor Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.72M in Q2 2026. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Arbor Wealth Advisors held 20,102 shares of Vanguard Morningstar Total Stock Market ETF worth $7.52M as of Q3 2026.
Arbor Wealth Advisors sold 755 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $283K.
Vanguard Morningstar Total Stock Market ETF made up 4.69% of Arbor Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Arbor Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
Arbor Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $7.72M in Q2 2026.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.