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J.M. Arbour’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

J.M. Arbour’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 		$845K Buy
2,633
+67
+3% +$22.5K 0.81% 39
2025
Q4 		$860K Buy
+2,566
New +$854K 0.86% 37

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 $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.M. Arbour's VTI Position: Q1 2026 in Review

J.M. Arbour increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q1 2026, buying an estimated $22.5K and bringing the position to 2,633 shares worth $845K. The position accounts for 0.81% of the portfolio, ranked #39.

J.M. Arbour first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $860K in Q4 2025. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • J.M. Arbour held 2,633 shares of Vanguard Morningstar Total Stock Market ETF worth $845K as of Q1 2026.
  • J.M. Arbour bought 67 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $22.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.81% of J.M. Arbour's portfolio in Q1 2026, its #39 holding.
  • J.M. Arbour first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • J.M. Arbour's Vanguard Morningstar Total Stock Market ETF position peaked at $860K in Q4 2025.
  • 3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.