AWM
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Axxcess Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Axxcess Wealth Management’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 		$38M Buy
102,623
+816
+0.8% +$292K 0.6% 39
2026
Q1 		$32.7M Buy
101,807
+13,845
+16% +$4.65M 1.05% 23
2025
Q4 		$29.5M Buy
87,962
+38,978
+80% +$13M 0.51% 46
2025
Q3 		$16.1M Sell
48,984
-555
-1% -$175K 0.34% 62
2025
Q2 		$15.1M Sell
49,539
-1,488
-3% -$419K 0.35% 57
2025
Q1 		$14M Buy
51,027
+5,139
+11% +$1.49M 0.37% 60
2024
Q4 		$13.3M Buy
45,888
+3,872
+9% +$1.13M 0.32% 61
2024
Q3 		$11.9M Buy
42,016
+8,857
+27% +$2.42M 0.29% 67
2024
Q2 		$8.87M Buy
33,159
+11,830
+55% +$3.06M 0.23% 80
2024
Q1 		$5.54M Sell
21,329
-7,665
-26% -$1.9M 0.15% 122
2023
Q4 		$6.88M Sell
28,994
-625
-2% -$138K 0.2% 99
2023
Q3 		$6.29M Buy
29,619
+17,183
+138% +$3.8M 0.21% 93
2023
Q2 		$2.74M Sell
12,436
-1,348
-10% -$281K 0.2% 102
2023
Q1 		$2.81M Buy
13,784
+2,823
+26% +$565K 0.21% 98
2022
Q4 		$2.1M Sell
10,961
-11,671
-52% -$2.25M 0.17% 118
2022
Q3 		$4.06M Buy
22,632
+3,678
+19% +$733K 0.38% 59
2022
Q2 		$3.58M Buy
18,954
+842
+5% +$173K 0.33% 69
2022
Q1 		$4.12M Buy
18,112
+5,814
+47% +$1.31M 0.32% 67
2021
Q4 		$2.97M Buy
+12,298
New +$2.9M 0.22% 88

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Axxcess Wealth Management's VTI Position: Q2 2026 in Review

Axxcess Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.8% in Q2 2026, buying an estimated $292K and bringing the position to 102,623 shares worth $38M. The position accounts for 0.6% of the portfolio, ranked #39.

Axxcess Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,899 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Axxcess Wealth Management held 102,623 shares of Vanguard Morningstar Total Stock Market ETF worth $38M as of Q2 2026.
  • Axxcess Wealth Management bought 816 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $292K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.6% of Axxcess Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.