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

Arlington Financial 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
2025
Q3 		– Sell
-1,175
Closed -$357K – 114
2025
Q2 		$357K Sell
1,175
-9,310
-89% -$2.62M 0.06% 66
2025
Q1 		$2.88M Buy
+10,485
New +$3.05M 0.51% 44

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Arlington Financial Advisors's VTI Position: Q3 2025 in Review

Arlington Financial Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 1,175 shares — an estimated $357K sold.

Arlington Financial Advisors first reported a position in VTI in Q1 2025 and held it in 2 quarters. The position peaked at $2.88M in Q1 2025. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Arlington Financial Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 1,175 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $357K.
  • Arlington Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and held it in 2 quarters.
  • Arlington Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.88M in Q1 2025.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Arlington Financial Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.