Aufman Associates
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Aufman Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Aufman 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
Q3 		$716K Buy
1,914
+3
+0.2% +$1.12K 0.29% 24
2026
Q2 		$707K Buy
1,911
+4
+0.2% +$1.43K 0.28% 29
2026
Q1 		$612K Buy
1,907
+4
+0.2% +$1.34K 0.3% 29
2025
Q4 		$638K Buy
1,903
+7
+0.4% +$2.33K 0.33% 29
2025
Q3 		$622K Hold
1,896
– – 0.35% 28
2025
Q2 		$576K Hold
1,896
– – 0.36% 28
2025
Q1 		$521K Sell
1,896
-142
-7% -$41.3K 0.36% 28
2024
Q4 		$591K Sell
2,038
-3
-0.1% -$875 0.4% 25
2024
Q3 		$578K Sell
2,041
-26
-1% -$7.09K 0.37% 26
2024
Q2 		$553K Buy
2,067
+1,021
+98% +$264K 0.39% 22
2024
Q1 		$272K Sell
1,046
-7
-0.7% -$1.73K 0.19% 38
2023
Q4 		$250K Sell
1,053
-8
-0.8% -$1.77K 0.19% 37
2023
Q3 		$225K Buy
1,061
+4
+0.4% +$885 0.19% 38
2023
Q2 		$233K Buy
1,057
+4
+0.4% +$834 0.19% 38
2023
Q1 		$215K Sell
1,053
-298
-22% -$59.7K 0.18% 41
2022
Q4 		$258K Buy
1,351
+182
+16% +$35.1K 0.24% 35
2022
Q3 		$210K Sell
1,169
-230
-16% -$45.8K 0.22% 39
2022
Q2 		$264K Buy
+1,399
New +$287K 0.25% 36

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aufman Associates's VTI Position: Q3 2026 in Review

Aufman Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.16% in Q3 2026, buying an estimated $1.12K and bringing the position to 1,914 shares worth $716K. The position accounts for 0.29% of the portfolio, ranked #24.

Aufman Associates first reported a position in VTI in Q2 2022 and has held it in 18 quarters since. 2,238 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Aufman Associates held 1,914 shares of Vanguard Morningstar Total Stock Market ETF worth $716K as of Q3 2026.
  • Aufman Associates bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.12K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Aufman Associates's portfolio in Q3 2026, its #24 holding.
  • Aufman Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 18 quarters since.
  • 2,238 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.