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

ARQ 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 		$9.51M Buy
25,786
+1,608
+7% +$575K 1.18% 27
2026
Q1 		$7.76M Sell
24,178
-272
-1% -$91.3K 1.4% 23
2025
Q4 		$8.2M Sell
24,450
-1,345
-5% -$447K 2.21% 17
2025
Q3 		$8.49M Buy
25,795
+540
+2% +$171K 2.51% 14
2025
Q2 		$6.94M Hold
25,255
– – 2.38% 16
2025
Q1 		$6.94M Sell
25,255
-3,406
-12% -$990K 2.57% 15
2024
Q4 		$8.31M Sell
28,661
-143
-0.5% -$41.7K 3.16% 10
2024
Q3 		$8.02M Sell
28,804
-202
-0.7% -$55.1K 3.03% 11
2024
Q2 		$7.76M Buy
29,006
+259
+0.9% +$67K 3.36% 11
2024
Q1 		$7.47M Sell
28,747
-372
-1% -$92K 3.24% 9
2023
Q4 		$6.91M Sell
29,119
-1,389
-5% -$307K 4.11% 9
2023
Q3 		$6.48M Sell
30,508
-3,230
-10% -$715K 4.85% 7
2023
Q2 		$7.43M Sell
33,738
-234
-0.7% -$48.8K 4.83% 7
2023
Q1 		$6.93M Sell
33,972
-1,268
-4% -$254K 5.1% 4
2022
Q4 		$6.74M Buy
35,240
+19
+0.1% +$3.66K 4.4% 6
2022
Q3 		$6.32M Buy
35,221
+437
+1% +$87.1K 4.89% 5
2022
Q2 		$6.56M Buy
+34,784
New +$7.15M 4.69% 5
2022
Q1 		– Sell
-34,670
Closed -$8.37M – 52
2021
Q4 		$8.37M Sell
34,670
-1,839
-5% -$434K 5.95% 5
2021
Q3 		$8.11M Sell
36,509
-147
-0.4% -$33.5K 5.21% 7
2021
Q2 		$8.17M Sell
36,656
-1
-0% -$217 5.24% 8
2021
Q1 		$7.58M Buy
36,657
+791
+2% +$160K 4.9% 9
2020
Q4 		$6.98M Sell
35,866
-2,204
-6% -$403K 4.39% 11
2020
Q3 		$6.48M Sell
38,070
-256
-0.7% -$43.1K 6.25% 7
2020
Q2 		$6M Sell
38,326
-507
-1% -$74.8K 5.83% 8
2020
Q1 		$5.01M Buy
+38,833
New +$6M 5.69% 8

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

ARQ Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.7% in Q2 2026, buying an estimated $575K and bringing the position to 25,786 shares worth $9.51M. The position accounts for 1.18% of the portfolio, ranked #27.

ARQ Wealth Advisors first reported a position in VTI in Q1 2020 and has held it in 25 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • ARQ Wealth Advisors held 25,786 shares of Vanguard Morningstar Total Stock Market ETF worth $9.51M as of Q2 2026.
  • ARQ Wealth Advisors bought 1,608 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $575K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.18% of ARQ Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • ARQ Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.