AWA
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Arbor Wealth Advisors’s Vanguard 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

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Arbor Wealth Advisors increased its Vanguard 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. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Arbor Wealth Advisors held 20,857 shares of Vanguard Total Stock Market ETF worth $7.72M as of Q2 2026.
  • Arbor Wealth Advisors bought 399 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $143K.
  • Vanguard 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 Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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