Henry H. Armstrong Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Henry H. Armstrong 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 Q2	$1.65M	Hold	4,449	–	–	0.16%	33
2026 Q1	$1.43M	Hold	4,449	–	–	0.15%	32
2025 Q4	$1.49M	Hold	4,449	–	–	0.14%	33
2025 Q3	$1.46M	Hold	4,449	–	–	0.13%	32
2025 Q2	$1.35M	Hold	4,449	–	–	0.13%	33
2025 Q1	$1.22M	Buy	4,449 +949	+27%	+$276K	0.12%	31
2024 Q4	$1.01M	Hold	3,500	–	–	0.1%	32
2024 Q3	$991K	Hold	3,500	–	–	0.09%	35
2024 Q2	$936K	Hold	3,500	–	–	0.09%	35
2024 Q1	$910K	Hold	3,500	–	–	0.09%	36
2023 Q4	$830K	Hold	3,500	–	–	0.09%	34
2023 Q3	$743K	Hold	3,500	–	–	0.08%	36
2023 Q2	$771K	Hold	3,500	–	–	0.09%	37
2023 Q1	$714K	Hold	3,500	–	–	0.09%	38
2022 Q4	$669K	Hold	3,500	–	–	0.08%	41
2022 Q3	$628K	Hold	3,500	–	–	0.09%	41
2022 Q2	$660K	Hold	3,500	–	–	0.08%	41
2022 Q1	$797K	Hold	3,500	–	–	0.08%	43
2021 Q4	$845K	Hold	3,500	–	–	0.09%	43
2021 Q3	$777K	Sell	3,500 -421	-11%	-$96K	0.09%	44
2021 Q2	$874K	Hold	3,921	–	–	0.1%	43
2021 Q1	$810K	Hold	3,921	–	–	0.1%	43
2020 Q4	$763K	Hold	3,921	–	–	0.1%	42
2020 Q3	$668K	Hold	3,921	–	–	0.09%	42
2020 Q2	$614K	Hold	3,921	–	–	0.09%	41
2020 Q1	$505K	Hold	3,921	–	–	0.08%	43
2019 Q4	$642K	Hold	3,921	–	–	0.09%	45
2019 Q3	$592K	Hold	3,921	–	–	0.1%	31
2019 Q2	$589	Hold	3,921	–	–	0.08%	34
2019 Q1	$567K	Hold	3,921	–	–	0.09%	36
2018 Q4	$500K	Hold	3,921	–	–	0.08%	38
2018 Q3	$587K	Hold	3,921	–	–	0.09%	39
2018 Q2	$551K	Buy	+3,921	New	+$547K	0.09%	38

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Henry H. Armstrong Associates's VTI Position: Q2 2026 in Review

Henry H. Armstrong Associates held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 4,449 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #33.

Henry H. Armstrong Associates first reported a position in VTI in Q2 2018 and has held it in 33 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Henry H. Armstrong Associates held 4,449 shares of Vanguard Morningstar Total Stock Market ETF worth $1.65M as of Q2 2026.
Henry H. Armstrong Associates left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Henry H. Armstrong Associates's portfolio in Q2 2026, its #33 holding.
Henry H. Armstrong Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Henry H. Armstrong Associates's 13F filing for Q2 2026, filed 7 Jul 2026.