Ariadne Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ariadne Wealth Management’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	$785K	Hold	2,123	–	–	0.35%	75
2026 Q1	$681K	Hold	2,123	–	–	0.31%	76
2025 Q4	$713K	Hold	2,123	–	–	0.29%	75
2025 Q3	$700K	Hold	2,123	–	–	0.31%	70
2025 Q2	$674K	Hold	2,123	–	–	0.32%	66
2025 Q1	$590K	Hold	2,123	–	–	0.31%	75
2024 Q4	$637K	Hold	2,123	–	–	0.29%	69
2024 Q3	$627K	Buy	+2,123	New	+$579K	0.34%	55

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

Ariadne Wealth Management's VTI Position: Q2 2026 in Review

Ariadne Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,123 shares worth $785K. The position accounts for 0.35% of the portfolio, ranked #75.

Ariadne Wealth Management first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ariadne Wealth Management held 2,123 shares of Vanguard Morningstar Total Stock Market ETF worth $785K as of Q2 2026.
Ariadne Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Ariadne Wealth Management's portfolio in Q2 2026, its #75 holding.
Ariadne Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.