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

Arista 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 		$6.61M Sell
17,850
-12
-0.1% -$4.29K 0.71% 26
2026
Q1 		$5.73M Sell
17,862
-6
-0% -$2.01K 0.7% 24
2025
Q4 		$5.99M Sell
17,868
-472
-3% -$157K 0.74% 22
2025
Q3 		$6.02M Sell
18,340
-348
-2% -$110K 0.75% 22
2025
Q2 		$5.68M Buy
18,688
+3,622
+24% +$1.02M 0.79% 21
2025
Q1 		$4.14M Buy
15,066
+2
+0% +$581 1% 13
2024
Q4 		$4.37M Sell
15,064
-303
-2% -$88.4K 1.05% 13
2024
Q3 		$4.35M Sell
15,367
-1,203
-7% -$328K 1.04% 13
2024
Q2 		$4.43M Buy
16,570
+5,617
+51% +$1.45M 1.17% 13
2024
Q1 		$2.85M Buy
10,953
+6,567
+150% +$1.62M 2.17% 11
2023
Q4 		$1.04M Sell
4,386
-2,097
-32% -$464K 0.38% 23
2023
Q3 		$1.38M Sell
6,483
-391
-6% -$86.5K 0.54% 22
2023
Q2 		$1.51M Sell
6,874
-2,437
-26% -$508K 0.63% 18
2023
Q1 		$1.9M Sell
9,311
-3,069
-25% -$614K 1.04% 18
2022
Q4 		$2.37M Buy
+12,380
New +$2.39M 1.49% 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

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

Arista Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.07% in Q2 2026, selling an estimated $4.29K and leaving 17,850 shares worth $6.61M. The position accounts for 0.71% of the portfolio, ranked #26.

Arista Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Arista Wealth Management held 17,850 shares of Vanguard Morningstar Total Stock Market ETF worth $6.61M as of Q2 2026.
  • Arista Wealth Management sold 12 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.29K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.71% of Arista Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Arista Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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