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 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

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

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

Arbor Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, buying an estimated $143K and bringing the position to 20,857 shares worth $7.72M. The position accounts for 4.72% of the portfolio, ranked #5.

Arbor Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Arbor Wealth Advisors held 20,857 shares of Vanguard Morningstar Total Stock Market ETF worth $7.72M as of Q2 2026.
Arbor Wealth Advisors bought 399 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $143K.
Vanguard Morningstar Total Stock Market ETF made up 4.72% of Arbor Wealth Advisors's portfolio in Q2 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 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.