Arlington Trust’s Vanguard Total Stock Market ETF VTI Stock Holding History

Arlington Trust’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	$72.5M	Buy	195,998 +2,149	+1%	+$768K	6.13%	4
2026 Q1	$62.2M	Buy	193,849 +1,974	+1%	+$662K	5.48%	4
2025 Q4	$64.3M	Buy	191,875 +2,394	+1%	+$796K	6.56%	2
2025 Q3	$62.2M	Buy	189,481 +6,567	+4%	+$2.07M	11.19%	1
2025 Q2	$55.6M	Buy	182,914 +6,344	+4%	+$1.78M	10.85%	2
2025 Q1	$48.5M	Sell	176,570 -26,202	-13%	-$7.61M	10.29%	2
2024 Q4	$58.8M	Buy	202,772 +46,748	+30%	+$13.6M	12.33%	1
2024 Q3	$44.2M	Buy	156,024 +37,724	+32%	+$10.3M	9.62%	3
2024 Q2	$31.6M	Buy	118,300 +75,654	+177%	+$19.6M	7.44%	3
2024 Q1	$11.1M	Buy	42,646 +33,350	+359%	+$8.25M	2.85%	7
2023 Q4	$2.21M	Buy	+9,296	New	+$2.06M	0.62%	23

Other funds holding VTI

Narodna banka Slovenska Bratislava $3.49B AUM

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return