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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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aufman Associates's VTI Position: Q1 2026 in Review

Aufman Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.21% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,907 shares worth $612K. The position accounts for 0.3% of the portfolio, ranked #29.

Aufman Associates first reported a position in VTI in Q2 2022 and has held it in 16 quarters since. The position peaked at $638K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Aufman Associates held 1,907 shares of Vanguard Morningstar Total Stock Market ETF worth $612K as of Q1 2026.
  • Aufman Associates bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.3% of Aufman Associates's portfolio in Q1 2026, its #29 holding.
  • Aufman Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
  • Aufman Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $638K in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.