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

Argent 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	$237K	Buy	738 +19	+3%	+$6.38K	0.06%	157
2025 Q4	$241K	Hold	719	–	–	0.07%	155
2025 Q3	$236K	Sell	719 -1	-0.1%	-$316	0.07%	154
2025 Q2	$219K	Buy	+720	New	+$203K	0.07%	144
2025 Q1	–	Sell	-706	Closed	-$205K	–	153
2024 Q4	$205K	Sell	706 -1,434	-67%	-$418K	0.08%	133
2024 Q3	$606K	Buy	2,140 +6	+0.3%	+$1.64K	0.23%	94
2024 Q2	$571K	Hold	2,134	–	–	0.23%	91
2024 Q1	$555K	Buy	2,134 +200	+10%	+$49.5K	0.22%	88
2023 Q4	$459K	Sell	1,934 -1,434	-43%	-$317K	0.2%	95
2023 Q3	$715K	Buy	+3,368	New	+$746K	0.33%	70
2021 Q3	–	Sell	-1,500	Closed	-$334K	–	138
2021 Q2	$334K	Hold	1,500	–	–	0.2%	101
2021 Q1	$310K	Hold	1,500	–	–	0.2%	103
2020 Q4	$292K	Buy	1,500 +300	+25%	+$54.8K	0.18%	119
2020 Q3	$204K	Buy	+1,200	New	+$202K	0.14%	134

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Argent Advisors's VTI Position: Q1 2026 in Review

Argent Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q1 2026, buying an estimated $6.38K and bringing the position to 738 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #157.

Argent Advisors first reported a position in VTI in Q3 2020 and has held it in 14 quarters since. The position peaked at $715K in Q3 2023. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Argent Advisors held 738 shares of Vanguard Morningstar Total Stock Market ETF worth $237K as of Q1 2026.
Argent Advisors bought 19 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $6.38K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Argent Advisors's portfolio in Q1 2026, its #157 holding.
Argent Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 14 quarters since.
Argent Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $715K in Q3 2023.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.