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

Ausdal Financial Partners’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 		$8.52M Sell
26,563
-218
-0.8% -$73.1K 0.38% 57
2025
Q4 		$8.98M Buy
26,781
+423
+2% +$141K 0.42% 47
2025
Q3 		$8.65M Buy
26,358
+3,871
+17% +$1.22M 0.42% 46
2025
Q2 		$6.83M Buy
22,487
+1,680
+8% +$473K 0.46% 47
2025
Q1 		$5.72M Buy
20,807
+3,449
+20% +$1M 0.43% 46
2024
Q4 		$5.03M Buy
17,358
+1,883
+12% +$549K 0.43% 50
2024
Q3 		$4.38M Sell
15,475
-267
-2% -$72.8K 0.46% 40
2024
Q2 		$4.21M Sell
15,742
-1,436
-8% -$372K 0.45% 45
2024
Q1 		$4.46M Buy
17,178
+322
+2% +$79.7K 0.52% 38
2023
Q4 		$4M Buy
16,856
+1,517
+10% +$335K 0.49% 40
2023
Q3 		$3.26M Buy
15,339
+12
+0.1% +$2.66K 0.45% 52
2023
Q2 		$3.38M Sell
15,327
-314
-2% -$65.5K 0.46% 50
2023
Q1 		$3.19M Sell
15,641
-556
-3% -$111K 0.44% 48
2022
Q4 		$3.1M Buy
16,197
+2,003
+14% +$386K 0.45% 48
2022
Q3 		$2.55M Buy
14,194
+1,138
+9% +$227K 0.4% 62
2022
Q2 		$2.46M Sell
13,056
-389
-3% -$79.9K 0.37% 79
2022
Q1 		$3.06M Sell
13,445
-1,011
-7% -$227K 0.42% 62
2021
Q4 		$3.49M Buy
14,456
+1,532
+12% +$362K 0.47% 53
2021
Q3 		$2.87M Buy
12,924
+1,684
+15% +$384K 0.43% 62
2021
Q2 		$2.5M Buy
11,240
+462
+4% +$100K 0.38% 77
2021
Q1 		$2.23M Buy
10,778
+96
+0.9% +$19.4K 0.38% 74
2020
Q4 		$2.08M Buy
10,682
+509
+5% +$93K 0.4% 67
2020
Q3 		$1.73M Buy
10,173
+1,149
+13% +$193K 0.42% 63
2020
Q2 		$1.41M Sell
9,024
-610
-6% -$90K 0.47% 59
2020
Q1 		$1.36M Buy
9,634
+1,051
+12% +$163K 0.48% 53
2019
Q4 		$1.43M Buy
8,583
+3,349
+64% +$525K 0.42% 66
2019
Q3 		$790K Buy
5,234
+71
+1% +$10.7K 0.28% 100
2019
Q2 		$794K Sell
5,163
-46,799
-90% -$6.89M 0.3% 88
2019
Q1 		$7.52M Buy
51,962
+112
+0.2% +$15.6K 3.06% 3
2018
Q4 		$6.62M Sell
51,850
-355
-0.7% -$49K 3.23% 3
2018
Q3 		$7.81M Sell
52,205
-1,162
-2% -$171K 2.2% 4
2018
Q2 		$7.49M Buy
53,367
+129
+0.2% +$18K 2.31% 4
2018
Q1 		$7.23M Buy
53,238
+46,436
+683% +$6.51M 2.51% 4
2017
Q4 		$934K Sell
6,802
-414
-6% -$55.4K 0.33% 89
2017
Q3 		$935K Sell
7,216
-3,124
-30% -$396K 0.37% 72
2017
Q2 		$1.29M Sell
10,340
-1,365
-12% -$168K 0.55% 44
2017
Q1 		$1.42M Sell
11,705
-35,512
-75% -$4.25M 0.64% 35
2016
Q4 		$5.45M Sell
47,217
-2,261
-5% -$254K 2.55% 6
2016
Q3 		$5.51M Sell
49,478
-28,516
-37% -$3.16M 2.78% 3
2016
Q2 		$8.36M Buy
77,994
+4,952
+7% +$525K 4.29% 1
2016
Q1 		$7.66M Sell
73,042
-38,603
-35% -$3.83M 4.35% 1
2015
Q4 		$11.6M Buy
+111,645
New +$11.8M 5.89% 1

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

Ausdal Financial Partners's VTI Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.81% in Q1 2026, selling an estimated $73.1K and leaving 26,563 shares worth $8.52M. The position accounts for 0.38% of the portfolio, ranked #57.

Ausdal Financial Partners first reported a position in VTI in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.6M in Q4 2015. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Ausdal Financial Partners held 26,563 shares of Vanguard Morningstar Total Stock Market ETF worth $8.52M as of Q1 2026.
  • Ausdal Financial Partners sold 218 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $73.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of Ausdal Financial Partners's portfolio in Q1 2026, its #57 holding.
  • Ausdal Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $11.6M in Q4 2015.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.