AtlasMark Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

AtlasMark Financial’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	$1.85M	Hold	5,000	–	–	0.91%	20
2026 Q1	$1.68M	Hold	5,000	–	–	1.08%	21
2025 Q4	$1.68M	Hold	5,000	–	–	1.08%	21
2025 Q3	$1.64M	Hold	5,000	–	–	1.1%	21
2025 Q2	$1.52M	Hold	5,000	–	–	1.16%	20
2025 Q1	$1.37M	Hold	5,000	–	–	1.27%	20
2024 Q4	$1.45M	Hold	5,000	–	–	1.33%	19
2024 Q3	$1.42M	Buy	+5,000	New	+$1.36M	1.32%	18
2023 Q2	$1.1M	Hold	5,000	–	–	1.35%	17
2023 Q1	$1.02M	Buy	+5,000	New	+$1M	1.34%	19
2022 Q3	$897K	Hold	5,000	–	–	1.34%	19
2022 Q2	$943K	Hold	5,000	–	–	1.37%	19
2022 Q1	$1.14M	Hold	5,000	–	–	1.46%	19
2021 Q4	$1.21M	Hold	5,000	–	–	1.46%	19
2021 Q3	$1.11M	Hold	5,000	–	–	1.48%	19
2021 Q2	$1.11M	Hold	5,000	–	–	1.46%	19
2021 Q1	$1.03M	Hold	5,000	–	–	1.44%	20
2020 Q4	$973K	Hold	5,000	–	–	1.47%	20
2020 Q3	$852K	Hold	5,000	–	–	1.48%	20
2020 Q2	$783K	Hold	5,000	–	–	1.54%	19
2020 Q1	$645K	Hold	5,000	–	–	1.61%	20
2019 Q4	$818K	Hold	5,000	–	–	1.88%	16
2019 Q3	$755K	Buy	+5,000	New	+$754K	1.88%	16

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

AtlasMark Financial's VTI Position: Q2 2026 in Review

AtlasMark Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 5,000 shares worth $1.85M. The position accounts for 0.91% of the portfolio, ranked #20.

AtlasMark Financial first reported a position in VTI in Q3 2019 and has held it in 23 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

AtlasMark Financial held 5,000 shares of Vanguard Morningstar Total Stock Market ETF worth $1.85M as of Q2 2026.
AtlasMark Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.91% of AtlasMark Financial's portfolio in Q2 2026, its #20 holding.
AtlasMark Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 23 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.