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

Aspire Capital 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	$1.36M	Sell	3,682 -917	-20%	-$328K	0.27%	54
2026 Q1	$1.48M	Buy	4,599 +80	+2%	+$26.8K	0.33%	43
2025 Q4	$1.52M	Sell	4,519 -141	-3%	-$46.9K	0.36%	44
2025 Q3	$1.53M	Sell	4,660 -343	-7%	-$108K	0.38%	43
2025 Q2	$1.52M	Sell	5,003 -405	-7%	-$114K	0.42%	42
2025 Q1	$1.49M	Buy	5,408 +62	+1%	+$18K	0.44%	37
2024 Q4	$1.55M	Sell	5,346 -542	-9%	-$158K	0.44%	38
2024 Q3	$1.67M	Sell	5,888 -218	-4%	-$59.5K	0.5%	34
2024 Q2	$1.63M	Sell	6,106 -505	-8%	-$131K	0.53%	33
2024 Q1	$1.72M	Buy	6,611 +616	+10%	+$152K	0.58%	32
2023 Q4	$1.42M	Buy	5,995 +303	+5%	+$67K	0.58%	31
2023 Q3	$1.21M	Buy	5,692 +116	+2%	+$25.7K	0.55%	29
2023 Q2	$1.23M	Buy	5,576 +560	+11%	+$117K	0.6%	29
2023 Q1	$1.02M	Sell	5,016 -9	-0.2%	-$1.8K	0.54%	30
2022 Q4	$961K	Buy	5,025 +3,000	+148%	+$578K	0.55%	27
2022 Q3	$363K	Sell	2,025 -1,500	-43%	-$299K	0.29%	38
2022 Q2	$665K	Sell	3,525 -1,050	-23%	-$216K	0.5%	29
2022 Q1	$1.04M	Buy	+4,575	New	+$1.03M	0.99%	17

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

Aspire Capital Advisors's VTI Position: Q2 2026 in Review

Aspire Capital Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, selling an estimated $328K and leaving 3,682 shares worth $1.36M. The position accounts for 0.27% of the portfolio, ranked #54.

Aspire Capital Advisors first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.72M in Q1 2024. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aspire Capital Advisors held 3,682 shares of Vanguard Morningstar Total Stock Market ETF worth $1.36M as of Q2 2026.
Aspire Capital Advisors sold 917 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $328K.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Aspire Capital Advisors's portfolio in Q2 2026, its #54 holding.
Aspire Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
Aspire Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.72M in Q1 2024.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.