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

Archvest 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
Q1 		$1.5M Sell
4,664
-198
-4% -$66.4K 0.97% 18
2025
Q4 		$1.63M Buy
4,862
+224
+5% +$74.5K 1.04% 20
2025
Q3 		$1.52M Sell
4,638
-180
-4% -$56.9K 1.35% 19
2025
Q2 		$1.46M Buy
4,818
+8
+0.2% +$2.25K 1.28% 22
2025
Q1 		$1.32M Buy
4,810
+174
+4% +$50.6K 1.09% 23
2024
Q4 		$1.34M Sell
4,636
-270
-6% -$78.8K 0.97% 23
2024
Q3 		$1.39M Buy
4,906
+16
+0.3% +$4.36K 0.88% 21
2024
Q2 		$1.31M Buy
4,890
+154
+3% +$39.9K 0.87% 22
2024
Q1 		$1.23M Buy
4,736
+64
+1% +$15.8K 0.87% 17
2023
Q4 		$1.11M Sell
4,672
-320
-6% -$70.7K 0.84% 16
2023
Q3 		$1.06M Sell
4,992
-1,524
-23% -$337K 0.86% 19
2023
Q2 		$1.44M Buy
6,516
+40
+0.6% +$8.34K 1.18% 17
2023
Q1 		$1.32M Sell
6,476
-2,267
-26% -$454K 1.17% 17
2022
Q4 		$1.56M Buy
8,743
+2,349
+37% +$453K 1.54% 15
2022
Q3 		$1.15M Sell
6,394
-957
-13% -$191K 1.18% 17
2022
Q2 		$1.39M Sell
7,351
-330
-4% -$67.8K 1.38% 15
2022
Q1 		$1.75M Sell
7,681
-21
-0.3% -$4.72K 1.58% 14
2021
Q4 		$1.86M Buy
+7,702
New +$1.82M 1.61% 14

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Archvest Wealth Advisors's VTI Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.1% in Q1 2026, selling an estimated $66.4K and leaving 4,664 shares worth $1.5M. The position accounts for 0.97% of the portfolio, ranked #18.

Archvest Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.86M in Q4 2021. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Archvest Wealth Advisors held 4,664 shares of Vanguard Total Stock Market ETF worth $1.5M as of Q1 2026.
  • Archvest Wealth Advisors sold 198 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $66.4K.
  • Vanguard Total Stock Market ETF made up 0.97% of Archvest Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Archvest Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Archvest Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.86M in Q4 2021.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.