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

Arrow Financial’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	$366K	Hold	978	–	–	0.03%	138
2026 Q2	$362K	Sell	978 -400	-29%	-$143K	0.03%	139
2026 Q1	$442K	Hold	1,378	–	–	0.04%	129
2025 Q4	$462K	Hold	1,378	–	–	0.05%	131
2025 Q3	$452K	Hold	1,378	–	–	0.05%	126
2025 Q2	$419K	Hold	1,378	–	–	0.04%	130
2025 Q1	$379K	Hold	1,378	–	–	0.04%	132
2024 Q4	$399K	Hold	1,378	–	–	0.04%	142
2024 Q3	$390K	Buy	+1,378	New	+$376K	0.04%	144
2022 Q1	–	Sell	-23	Closed	-$6K	–	365
2021 Q4	$6K	Hold	23	–	–	﹤0.01%	305
2021 Q3	$5K	Hold	23	–	–	﹤0.01%	309
2021 Q2	$5K	Buy	+23	New	+$4.99K	﹤0.01%	312
2014 Q4	–	Sell	-335	Closed	-$34K	–	399
2014 Q3	$34K	Sell	335 -339	-50%	-$34.7K	0.01%	238
2014 Q2	$69K	Hold	674	–	–	0.02%	208
2014 Q1	$66K	Hold	674	–	–	0.02%	204
2013 Q4	$65K	Hold	674	–	–	0.02%	196
2013 Q3	$59K	Hold	674	–	–	0.02%	192
2013 Q2	$56K	Buy	+674	New	+$55.9K	0.02%	180

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Arrow Financial's VTI Position: Q3 2026 in Review

Arrow Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 978 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #138.

Arrow Financial first reported a position in VTI in Q2 2013 and has held it in 18 quarters since. The position peaked at $462K in Q4 2025. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Arrow Financial held 978 shares of Vanguard Morningstar Total Stock Market ETF worth $366K as of Q3 2026.
Arrow Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Arrow Financial's portfolio in Q3 2026, its #138 holding.
Arrow Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 18 quarters since.
Arrow Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $462K in Q4 2025.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Arrow Financial's 13F filing for Q3 2026, filed 26 Oct 2026.