AT
VTI icon

Arlington Trust’s Vanguard Morningstar 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
Q3 		$75.9M Buy
202,701
+6,703
+3% +$2.51M 5.7% 3
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Arlington Trust's VTI Position: Q3 2026 in Review

Arlington Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q3 2026, buying an estimated $2.51M and bringing the position to 202,701 shares worth $75.9M. The position accounts for 5.7% of the portfolio, ranked #3.

Arlington Trust first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 3,124 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Arlington Trust held 202,701 shares of Vanguard Morningstar Total Stock Market ETF worth $75.9M as of Q3 2026.
  • Arlington Trust bought 6,703 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.51M.
  • Vanguard Morningstar Total Stock Market ETF made up 5.7% of Arlington Trust's portfolio in Q3 2026, its #3 holding.
  • Arlington Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.