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

Ashford 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	$56.5M	Sell	152,610 -4,752	-3%	-$1.7M	11.65%	3
2026 Q1	$50.5M	Buy	157,362 +14	+0%	+$4.7K	11.76%	3
2025 Q4	$52.8M	Buy	157,348 +307	+0.2%	+$102K	11.55%	2
2025 Q3	$51.7M	Sell	157,041 -7,686	-5%	-$2.43M	11.43%	2
2025 Q2	$50.1M	Buy	164,727 +236	+0.1%	+$66.4K	11.6%	2
2025 Q1	$45.2M	Sell	164,491 -6,505	-4%	-$1.89M	11.3%	3
2024 Q4	$49.6M	Hold	170,996	–	–	11.46%	2
2024 Q3	$48.4M	Sell	170,996 -4,539	-3%	-$1.24M	11.27%	2
2024 Q2	$47M	Sell	175,535 -191	-0.1%	-$49.4K	11.52%	2
2024 Q1	$45.7M	Sell	175,726 -4,882	-3%	-$1.21M	11.52%	2
2023 Q4	$42.8M	Sell	180,608 -1,072	-0.6%	-$237K	11.86%	2
2023 Q3	$38.6M	Hold	181,680	–	–	12.13%	2
2023 Q2	$40M	Hold	181,680	–	–	12.02%	2
2023 Q1	$37.1M	Sell	181,680 -1,223	-0.7%	-$245K	12.06%	2
2022 Q4	$35M	Sell	182,903 -1,014	-0.6%	-$195K	11.98%	2
2022 Q3	$33M	Sell	183,917 -577	-0.3%	-$115K	12.24%	2
2022 Q2	$34.8M	Sell	184,494 -59,488	-24%	-$12.2M	12.18%	2
2022 Q1	$55.5M	Buy	243,982 +74,675	+44%	+$16.8M	18.25%	2
2021 Q4	$40.9M	Buy	169,307 +2,786	+2%	+$658K	13.67%	2
2021 Q3	$37M	Buy	166,521 +16,974	+11%	+$3.87M	13.56%	2
2021 Q2	$33.3M	Buy	149,547 +8,755	+6%	+$1.9M	12.66%	2
2021 Q1	$29.1M	Buy	140,792 +32,009	+29%	+$6.48M	12.74%	2
2020 Q4	$21.2M	Buy	+108,783	New	+$19.9M	12.79%	2

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

Ashford Advisors's VTI Position: Q2 2026 in Review

Ashford Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, selling an estimated $1.7M and leaving 152,610 shares worth $56.5M. The position accounts for 11.65% of the portfolio, ranked #3.

Ashford Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ashford Advisors held 152,610 shares of Vanguard Morningstar Total Stock Market ETF worth $56.5M as of Q2 2026.
Ashford Advisors sold 4,752 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.7M.
Vanguard Morningstar Total Stock Market ETF made up 11.65% of Ashford Advisors's portfolio in Q2 2026, its #3 holding.
Ashford Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.