J.M. Arbour
VTI icon

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
Q3 		$881K Sell
2,355
-52
-2% -$19.5K 0.71% 51
2026
Q2 		$891K Sell
2,407
-226
-9% -$80.8K 0.77% 44
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J.M. Arbour's VTI Position: Q3 2026 in Review

J.M. Arbour reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q3 2026, selling an estimated $19.5K and leaving 2,355 shares worth $881K. The position accounts for 0.71% of the portfolio, ranked #51.

J.M. Arbour first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $891K in Q2 2026. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • J.M. Arbour held 2,355 shares of Vanguard Morningstar Total Stock Market ETF worth $881K as of Q3 2026.
  • J.M. Arbour sold 52 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $19.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.71% of J.M. Arbour's portfolio in Q3 2026, its #51 holding.
  • J.M. Arbour first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • J.M. Arbour's Vanguard Morningstar Total Stock Market ETF position peaked at $891K in Q2 2026.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.