Back to AE Wealth Management LLC AE Wealth Management LLC

VTIVTI
Showing 8 of 30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in VANGUARD TOTAL STOCK MARKET VIPERS

AE Wealth Management LLC holds 67,795 shares of VTI (VANGUARD TOTAL STOCK MARKET VIPERS), worth $25.1M as of 2026-Q2. The position was increased (+7.4% shares). VTI represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$25.1M

Current Shares

67,795

Total Value Change

+$12.3M

Total Shares Change

+22,687

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
67,795
+7.4%
$25.1M0.1%$370.04
37
2026-Q1
Increased
63,114
+15.3%
$20.2M0.1%$335.73
39
2025-Q4
Increased
54,731
+21.3%
$18.4M0.1%$337.85
41
2025-Q3
Increased
45,105
+28.4%
$14.8M0.1%$326.17
35
2025-Q2
Decreased
35,119
-2.3%
$10.7M0.1%$300.71
0
2025-Q1
Decreased
35,933
-4.9%
$9.9M0.1%$271.08
0
2024-Q4
Decreased
37,779
-16.3%
$10.9M0.1%$287.31
0
2024-Q3
Increased
45,108
+0.4%
$12.8M0.1%$277.75
33

Other major holders of VTI: Rakuten Investment Management, Inc., Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used