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Archvest Wealth Advisors’s Vanguard Morningstar 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
Q2 		$1.74M Buy
4,701
+37
+0.8% +$13.2K 1.01% 21
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Archvest Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.79% in Q2 2026, buying an estimated $13.2K and bringing the position to 4,701 shares worth $1.74M. The position accounts for 1.01% of the portfolio, ranked #21.

Archvest Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.86M in Q4 2021. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Archvest Wealth Advisors held 4,701 shares of Vanguard Morningstar Total Stock Market ETF worth $1.74M as of Q2 2026.
  • Archvest Wealth Advisors bought 37 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.01% of Archvest Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Archvest Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Archvest Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.86M in Q4 2021.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.