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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrow Financial's VTI Position: Q2 2026 in Review

Arrow Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 29% in Q2 2026, selling an estimated $143K and leaving 978 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #139.

Arrow Financial first reported a position in VTI in Q2 2013 and has held it in 17 quarters since. The position peaked at $462K in Q4 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Arrow Financial held 978 shares of Vanguard Morningstar Total Stock Market ETF worth $362K as of Q2 2026.
Arrow Financial sold 400 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $143K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Arrow Financial's portfolio in Q2 2026, its #139 holding.
Arrow Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 17 quarters since.
Arrow Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $462K in Q4 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Arrow Financial's 13F filing for Q2 2026, filed 31 Jul 2026.