Vanguard Index Funds - Vanguard Total Stock Market ETF
US ˙ ARCA ˙ US9229087690

SecurityVTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership157,372 shares
Latest Disclosed Value $ 50,486,502
Arkadios Wealth Advisors reports 63.36% increase in ownership of VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 157,372 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) valued at $50,486,511 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 96,334 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF. This represents a change in shares of 63.36% during the quarter. The current value of the position is $57,185,837 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 157,372 61,038 63.36 50,487 56.32 0.5317
2026-02-13 2025-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 96,334 19,828 25.92 32,298 28.64 0.6261
2025-10-29 2025-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 76,506 1,803 2.41 25,107 10.58 0.6023
2025-08-04 2025-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 74,703 18,242 32.31 22,704 46.32 0.6695
2025-05-08 2025-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 56,461 21,070 59.53 15,518 51.30 0.5862
2025-01-15 2024-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 35,391 -11 -0.03 10,257 2.31 0.5594
2024-10-24 2024-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 35,402 1,879 5.61 10,024 11.79 0.5678
2024-07-29 2024-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 33,523 18,259 119.62 8,968 126.04 0.6048
2024-04-30 2024-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 15,264 283 1.89 3,967 11.65 0.3075
2024-01-24 2023-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 14,981 -1,633 -9.83 3,554 0.71 0.3005
2023-10-13 2023-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 16,614 -14,638 -46.84 3,529 -48.75 0.3348
2023-07-26 2023-06-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 31,252 -7,454 -19.26 6,884 -12.85 0.8005
2023-05-02 2023-03-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 38,706 -1,515 -3.77 7,900 2.73 0.9407
2023-01-11 2022-12-31 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 40,221 21,182 111.26 7,690 256,200.00 1.0193
2022-10-21 2022-09-30 13F VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 19,039 2,884 17.85 3 0.00 0.5179
2022-07-14 2022-06-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 16,155 -9,103 -36.04 3 -40.00 0.4533
2022-05-02 2022-03-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 25,258 109 0.43 6 -16.67 0.7532
2022-02-03 2021-12-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 25,149 881 3.63 6 20.00 0.8042
2021-10-19 2021-09-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 24,268 -3,776 -13.46 5 -16.67 0.7770
2021-07-28 2021-06-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 28,044 2,296 8.92 6 20.00 0.7612
2021-04-26 2021-03-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 25,748 261 1.02 5 25.00 0.8767
2021-02-09 2020-12-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 25,487 24,833 3,797.09 5 -96.55 1.0406
2020-11-10 2020-09-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND Exchange Traded Fund 922908769 654 510 354.17 116 404.35 0.0583
2020-08-10 2020-06-30 13F VANGUARD TOTAL STOCK MARKET INDEX FUND Exchange Traded Fund 922908769 144 86 148.28 23 228.57 0.0129
2020-05-14 2020-03-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND Exchange Traded Fund 922908769 58 0 0.00 7 -22.22 0.0048
2020-02-14 2019-12-31 13F VANGUARD TOTAL STOCK MARKET INDEX FUND Exchange Traded Fund 922908769 58 58 10 0.0060
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.