AWA
VTI icon

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

Arkadios 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 		$55.6M Sell
150,267
-7,105
-5% -$2.54M 0.84% 16
2026
Q1 		$50.5M Buy
157,372
+61,038
+63% +$20.5M 0.82% 14
2025
Q4 		$32.3M Buy
96,334
+19,828
+26% +$6.6M 0.63% 23
2025
Q3 		$25.1M Buy
76,506
+1,803
+2% +$570K 0.6% 27
2025
Q2 		$22.7M Buy
74,703
+18,242
+32% +$5.13M 0.67% 24
2025
Q1 		$15.5M Buy
56,461
+21,070
+60% +$6.12M 0.59% 30
2024
Q4 		$10.3M Sell
35,391
-11
-0% -$3.21K 0.56% 28
2024
Q3 		$10M Buy
35,402
+1,879
+6% +$513K 0.57% 28
2024
Q2 		$8.97M Buy
33,523
+18,259
+120% +$4.73M 0.6% 27
2024
Q1 		$3.97M Buy
15,264
+283
+2% +$70K 0.31% 75
2023
Q4 		$3.55M Sell
14,981
-1,633
-10% -$361K 0.3% 76
2023
Q3 		$3.53M Sell
16,614
-14,638
-47% -$3.24M 0.33% 68
2023
Q2 		$6.88M Sell
31,252
-7,454
-19% -$1.55M 0.8% 26
2023
Q1 		$7.9M Sell
38,706
-1,515
-4% -$303K 0.94% 17
2022
Q4 		$7.69M Buy
40,221
+21,182
+111% +$4.08M 1.02% 14
2022
Q3 		$3.42M Buy
19,039
+2,884
+18% +$575K 0.52% 49
2022
Q2 		$3.05M Sell
16,155
-9,103
-36% -$1.87M 0.45% 54
2022
Q1 		$5.75M Buy
25,258
+109
+0.4% +$24.5K 0.75% 26
2021
Q4 		$6.07M Buy
25,149
+881
+4% +$208K 0.8% 22
2021
Q3 		$5.39M Sell
24,268
-3,776
-13% -$861K 0.78% 14
2021
Q2 		$6.25M Buy
28,044
+2,296
+9% +$498K 0.76% 15
2021
Q1 		$5.32M Buy
25,748
+261
+1% +$52.8K 0.88% 19
2020
Q4 		$4.96M Buy
25,487
+24,833
+3,797% +$4.54M 1.04% 19
2020
Q3 		$116K Buy
654
+510
+354% +$85.8K 0.06% 261
2020
Q2 		$23.3K Buy
144
+86
+148% +$12.7K 0.01% 517
2020
Q1 		$7.49K Hold
58
– – ﹤0.01% 696
2019
Q4 		$9.94K Buy
+58
New +$9.09K 0.01% 594

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

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

Arkadios Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.5% in Q2 2026, selling an estimated $2.54M and leaving 150,267 shares worth $55.6M. The position accounts for 0.84% of the portfolio, ranked #16.

Arkadios Wealth Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Arkadios Wealth Advisors held 150,267 shares of Vanguard Morningstar Total Stock Market ETF worth $55.6M as of Q2 2026.
  • Arkadios Wealth Advisors sold 7,105 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.54M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.