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Arthur M. Cohen & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Arthur M. Cohen & Associates’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
Q1 		$530K Buy
1,641
+5
+0.3% +$1.68K 0.09% 79
2025
Q4 		$548K Buy
1,636
+9
+0.6% +$2.99K 0.09% 78
2025
Q3 		$534K Buy
1,627
+5
+0.3% +$1.58K 0.09% 82
2025
Q2 		$493K Hold
1,622
– – 0.09% 84
2025
Q1 		$446K Buy
1,622
+6
+0.4% +$1.74K 0.09% 83
2024
Q4 		$468K Buy
1,616
+5
+0.3% +$1.46K 0.08% 91
2024
Q3 		$452K Buy
1,611
+11
+0.7% +$3K 0.08% 91
2024
Q2 		$428K Sell
1,600
-996
-38% -$258K 0.08% 88
2024
Q1 		$675K Buy
2,596
+9
+0.3% +$2.23K 0.14% 73
2023
Q4 		$614K Sell
2,587
-99
-4% -$21.9K 0.14% 75
2023
Q3 		$571K Buy
2,686
+10
+0.4% +$2.21K 0.15% 74
2023
Q2 		$590K Buy
2,676
+10
+0.4% +$2.09K 0.15% 76
2023
Q1 		$544K Buy
2,666
+11
+0.4% +$2.2K 0.15% 75
2022
Q4 		$508K Buy
2,655
+12
+0.5% +$2.31K 0.14% 82
2022
Q3 		$474K Buy
2,643
+12
+0.5% +$2.39K 0.13% 83
2022
Q2 		$496K Buy
2,631
+10
+0.4% +$2.06K 0.12% 87
2022
Q1 		$597K Buy
2,621
+8
+0.3% +$1.8K 0.13% 84
2021
Q4 		$631K Buy
2,613
+9
+0.3% +$2.13K 0.12% 90
2021
Q3 		$578K Buy
2,604
+16
+0.6% +$3.65K 0.12% 93
2021
Q2 		$577K Hold
2,588
– – 0.11% 99
2021
Q1 		$535K Buy
2,588
+9
+0.3% +$1.82K 0.12% 98
2020
Q4 		$502K Buy
2,579
+20
+0.8% +$3.66K 0.12% 97
2020
Q3 		$436K Buy
2,559
+12
+0.5% +$2.02K 0.11% 98
2020
Q2 		$399K Hold
2,547
– – 0.12% 88
2020
Q1 		$313K Buy
2,547
+193
+8% +$29.8K 0.12% 84
2019
Q4 		$385K Buy
2,354
+996
+73% +$156K 0.12% 94
2019
Q3 		$205 Buy
1,358
+18
+1% +$2.71K 0.06% 120
2019
Q2 		$210K Buy
+1,340
New +$197K 0.07% 110

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arthur M. Cohen & Associates's VTI Position: Q1 2026 in Review

Arthur M. Cohen & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.31% in Q1 2026, buying an estimated $1.68K and bringing the position to 1,641 shares worth $530K. The position accounts for 0.09% of the portfolio, ranked #79.

Arthur M. Cohen & Associates first reported a position in VTI in Q2 2019 and has held it in 28 quarters since. The position peaked at $675K in Q1 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Arthur M. Cohen & Associates held 1,641 shares of Vanguard Morningstar Total Stock Market ETF worth $530K as of Q1 2026.
  • Arthur M. Cohen & Associates bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.68K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #79 holding.
  • Arthur M. Cohen & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 28 quarters since.
  • Arthur M. Cohen & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $675K in Q1 2024.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.