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Autumn Glory Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Autumn Glory 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
Q2 		$12.6M Buy
34,044
+3
+0% +$1.07K 3.57% 2
2026
Q1 		$10.9M Buy
34,041
+11,733
+53% +$3.94M 4.01% 2
2025
Q4 		$7.48M Buy
22,308
+6,188
+38% +$2.06M 2.62% 5
2025
Q3 		$5.29M Buy
16,120
+5,478
+51% +$1.73M 2.17% 8
2025
Q2 		$3.23M Buy
10,642
+723
+7% +$203K 1.51% 14
2025
Q1 		$2.73M Buy
9,919
+5,113
+106% +$1.49M 1.35% 16
2024
Q4 		$1.39M Buy
4,806
+586
+14% +$171K 0.68% 43
2024
Q3 		$1.19M Sell
4,220
-16
-0.4% -$4.36K 0.46% 65
2024
Q2 		$1.13M Buy
4,236
+513
+14% +$133K 0.58% 56
2024
Q1 		$968K Buy
3,723
+28
+0.8% +$6.93K 0.47% 62
2023
Q4 		$872K Buy
3,695
+210
+6% +$46.4K 0.5% 59
2023
Q3 		$740K Buy
3,485
+1,501
+76% +$332K 0.45% 66
2023
Q2 		$437K Sell
1,984
-1,365
-41% -$285K 0.32% 80
2023
Q1 		$684K Buy
3,349
+52
+2% +$10.4K 0.58% 51
2022
Q4 		$630K Sell
3,297
-25,834
-89% -$4.98M 0.34% 89
2022
Q3 		$5.23M Hold
29,131
– – 3.52% 1
2022
Q2 		$5.5M Buy
29,131
+7,007
+32% +$1.44M 4.06% 1
2022
Q1 		$5.04M Buy
22,124
+168
+0.8% +$37.8K 2.92% 3
2021
Q4 		$5.3M Buy
+21,956
New +$5.18M 2.21% 6

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Autumn Glory Partners's VTI Position: Q2 2026 in Review

Autumn Glory Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, buying an estimated $1.07K and bringing the position to 34,044 shares worth $12.6M. The position accounts for 3.57% of the portfolio, ranked #2.

Autumn Glory Partners first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Autumn Glory Partners held 34,044 shares of Vanguard Morningstar Total Stock Market ETF worth $12.6M as of Q2 2026.
  • Autumn Glory Partners bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.57% of Autumn Glory Partners's portfolio in Q2 2026, its #2 holding.
  • Autumn Glory Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.