ORBA Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

ORBA Wealth Advisors’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	$2.08M	Hold	6,483	–	–	2.48%	14
2025 Q4	$2.17M	Hold	6,483	–	–	1.89%	16
2025 Q3	$2.13M	Hold	6,483	–	–	1.75%	19
2025 Q2	$1.97M	Buy	6,483 +1,313	+25%	+$369K	1.79%	20
2025 Q1	$1.42M	Buy	5,170 +503	+11%	+$146K	0.72%	35
2024 Q4	$1.35M	Hold	4,667	–	–	0.71%	37
2024 Q3	$1.32M	Sell	4,667 -97	-2%	-$26.5K	0.67%	37
2024 Q2	$1.27M	Buy	4,764 +97	+2%	+$25.1K	0.66%	35
2024 Q1	$1.21M	Hold	4,667	–	–	0.67%	35
2023 Q4	$1.11M	Buy	+4,667	New	+$1.03M	0.66%	35

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ORBA Wealth Advisors's VTI Position: Q1 2026 in Review

ORBA Wealth Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 6,483 shares worth $2.08M. The position accounts for 2.48% of the portfolio, ranked #14.

ORBA Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.17M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

ORBA Wealth Advisors held 6,483 shares of Vanguard Total Stock Market ETF worth $2.08M as of Q1 2026.
ORBA Wealth Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 2.48% of ORBA Wealth Advisors's portfolio in Q1 2026, its #14 holding.
ORBA Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $2.17M in Q4 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.