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

ARS Wealth Advisors Group’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 		$1.26M Buy
3,394
+181
+6% +$64.7K 0.1% 86
2026
Q1 		$1.03M Sell
3,213
-894
-22% -$300K 0.09% 84
2025
Q4 		$1.38M Buy
4,107
+151
+4% +$50.2K 0.12% 68
2025
Q3 		$1.3M Hold
3,956
– – 0.13% 69
2025
Q2 		$1.2M Sell
3,956
-40
-1% -$11.3K 0.14% 68
2025
Q1 		$1.1M Hold
3,996
– – 0.16% 60
2024
Q4 		$1.16M Sell
3,996
-228
-5% -$66.5K 0.16% 61
2024
Q3 		$1.2M Sell
4,224
-127
-3% -$34.6K 0.15% 62
2024
Q2 		$1.16M Buy
4,351
+330
+8% +$85.4K 0.15% 60
2024
Q1 		$1.05M Buy
4,021
+283
+8% +$70K 0.14% 65
2023
Q4 		$887K Buy
3,738
+1,127
+43% +$249K 0.13% 70
2023
Q3 		$555K Buy
2,611
+40
+2% +$8.85K 0.09% 86
2023
Q2 		$567K Sell
2,571
-151
-6% -$31.5K 0.09% 89
2023
Q1 		$556K Sell
2,722
-798
-23% -$160K 0.1% 77
2022
Q4 		$673K Buy
3,520
+339
+11% +$65.3K 0.11% 75
2022
Q3 		$571K Sell
3,181
-11
-0.3% -$2.19K 0.09% 89
2022
Q2 		$602K Buy
3,192
+816
+34% +$168K 0.08% 95
2022
Q1 		$541K Buy
2,376
+1,272
+115% +$286K 0.09% 78
2021
Q4 		$267K Buy
1,104
+1
+0.1% +$236 0.04% 119
2021
Q3 		$245K Buy
+1,103
New +$252K 0.04% 117

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ARS Wealth Advisors Group's VTI Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q2 2026, buying an estimated $64.7K and bringing the position to 3,394 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #86.

ARS Wealth Advisors Group first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.38M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • ARS Wealth Advisors Group held 3,394 shares of Vanguard Morningstar Total Stock Market ETF worth $1.26M as of Q2 2026.
  • ARS Wealth Advisors Group bought 181 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $64.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #86 holding.
  • ARS Wealth Advisors Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.38M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.