Aurelius Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Aurelius Family Office’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	$4.02M	Sell	10,866 -15	-0.1%	-$5.36K	1.58%	14
2026 Q1	$3.49M	Sell	10,881 -35	-0.3%	-$11.7K	1.52%	14
2025 Q4	$3.7M	Sell	10,916 -19	-0.2%	-$6.32K	1.59%	14
2025 Q3	$3.59M	Hold	10,935	–	–	1.6%	14
2025 Q2	$3.32M	Sell	10,935 -21	-0.2%	-$5.91K	1.57%	14
2025 Q1	$3.01M	Buy	10,956 +863	+9%	+$251K	1.53%	15
2024 Q4	$2.93M	Buy	+10,093	New	+$2.94M	1.48%	14

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

Aurelius Family Office's VTI Position: Q2 2026 in Review

Aurelius Family Office reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.14% in Q2 2026, selling an estimated $5.36K and leaving 10,866 shares worth $4.02M. The position accounts for 1.58% of the portfolio, ranked #14.

Aurelius Family Office first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aurelius Family Office held 10,866 shares of Vanguard Morningstar Total Stock Market ETF worth $4.02M as of Q2 2026.
Aurelius Family Office sold 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
Vanguard Morningstar Total Stock Market ETF made up 1.58% of Aurelius Family Office's portfolio in Q2 2026, its #14 holding.
Aurelius Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.