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Astoria Strategic Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Astoria Strategic Wealth’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 		$145M Buy
391,737
+926
+0.2% +$331K 33.11% 1
2026
Q1 		$125M Buy
390,811
+5,466
+1% +$1.83M 31.83% 1
2025
Q4 		$129M Buy
385,345
+865
+0.2% +$288K 32.52% 1
2025
Q3 		$126M Buy
384,480
+7,343
+2% +$2.32M 31.9% 1
2025
Q2 		$115M Buy
377,137
+70
+0% +$19.7K 30.97% 1
2025
Q1 		$104M Buy
377,067
+6,985
+2% +$2.03M 30.47% 1
2024
Q4 		$107M Buy
370,082
+1,056
+0.3% +$308K 31.92% 1
2024
Q3 		$104M Buy
369,026
+333
+0.1% +$90.8K 30.61% 1
2024
Q2 		$98.6M Buy
368,693
+3,600
+1% +$932K 30.51% 1
2024
Q1 		$94.9M Buy
365,093
+7,002
+2% +$1.73M 30.05% 1
2023
Q4 		$84.9M Buy
358,091
+10,622
+3% +$2.35M 28.85% 1
2023
Q3 		$73.8M Buy
347,469
+16,233
+5% +$3.59M 27.76% 1
2023
Q2 		$73M Buy
331,236
+7,436
+2% +$1.55M 26.95% 1
2023
Q1 		$66.1M Buy
323,800
+18,438
+6% +$3.69M 25.51% 1
2022
Q4 		$58.4M Buy
305,362
+12,440
+4% +$2.4M 24.42% 1
2022
Q3 		$52.6M Buy
292,922
+2,943
+1% +$587K 24% 1
2022
Q2 		$54.7M Buy
289,979
+48,413
+20% +$9.95M 24.03% 1
2022
Q1 		$55M Sell
241,566
-1,153
-0.5% -$259K 21.58% 1
2021
Q4 		$58.6M Buy
242,719
+6,612
+3% +$1.56M 22.37% 1
2021
Q3 		$52.4M Buy
236,107
+7,335
+3% +$1.67M 23.4% 1
2021
Q2 		$51.3M Buy
228,772
+8,839
+4% +$1.92M 23.44% 1
2021
Q1 		$45.5M Buy
219,933
+2,060
+0.9% +$417K 23.17% 1
2020
Q4 		$42.4M Buy
217,873
+3,002
+1% +$549K 22.68% 1
2020
Q3 		$38.2M Buy
214,871
+6,697
+3% +$1.13M 22.24% 1
2020
Q2 		$33.1M Buy
208,174
+72,041
+53% +$10.6M 21.21% 1
2020
Q1 		$17.5M Buy
136,133
+46,337
+52% +$7.16M 13.5% 2
2019
Q4 		$14.8M Buy
+89,796
New +$14.1M 10.51% 2

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

Astoria Strategic Wealth's VTI Position: Q2 2026 in Review

Astoria Strategic Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.24% in Q2 2026, buying an estimated $331K and bringing the position to 391,737 shares worth $145M. The position accounts for 33.11% of the portfolio, ranked #1.

Astoria Strategic Wealth first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Astoria Strategic Wealth held 391,737 shares of Vanguard Morningstar Total Stock Market ETF worth $145M as of Q2 2026.
  • Astoria Strategic Wealth bought 926 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $331K.
  • Vanguard Morningstar Total Stock Market ETF made up 33.11% of Astoria Strategic Wealth's portfolio in Q2 2026, its #1 holding.
  • Astoria Strategic Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.