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Abbot Financial Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Abbot Financial Management’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 		$529K Hold
1,648
– – 0.22% 102
2025
Q4 		$553K Buy
1,648
+212
+15% +$70.5K 0.23% 98
2025
Q3 		$471K Buy
1,436
+30
+2% +$9.48K 0.2% 102
2025
Q2 		$427K Sell
1,406
-41
-3% -$11.5K 0.2% 105
2025
Q1 		$398K Buy
1,447
+33
+2% +$9.59K 0.21% 104
2024
Q4 		$410K Sell
1,414
-55
-4% -$16K 0.2% 102
2024
Q3 		$416K Buy
1,469
+575
+64% +$157K 0.21% 104
2024
Q2 		$239K Buy
894
+100
+13% +$25.9K 0.13% 117
2024
Q1 		$206K Buy
+794
New +$196K 0.11% 118
2022
Q1 		– Sell
-1,380
Closed -$333K – 139
2021
Q4 		$333K Buy
1,380
+14
+1% +$3.31K 0.15% 108
2021
Q3 		$303K Hold
1,366
– – 0.14% 112
2021
Q2 		$304K Buy
1,366
+36
+3% +$7.81K 0.13% 111
2021
Q1 		$275K Buy
1,330
+76
+6% +$15.4K 0.12% 110
2020
Q4 		$244K Buy
1,254
+2
+0.2% +$366 0.14% 111
2020
Q3 		$213K Buy
+1,252
New +$211K 0.14% 109
2020
Q1 		– Sell
-2,590
Closed -$424K – 136
2019
Q4 		$424K Buy
2,590
+104
+4% +$16.3K 0.27% 84
2019
Q3 		$375K Buy
2,486
+995
+67% +$150K 0.27% 87
2019
Q2 		$224K Buy
+1,491
New +$220K 0.16% 113

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 $45.6B AUM 18.83% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abbot Financial Management's VTI Position: Q1 2026 in Review

Abbot Financial Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,648 shares worth $529K. The position accounts for 0.22% of the portfolio, ranked #102.

Abbot Financial Management first reported a position in VTI in Q2 2019 and has held it in 18 quarters since. The position peaked at $553K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Abbot Financial Management held 1,648 shares of Vanguard Total Stock Market ETF worth $529K as of Q1 2026.
  • Abbot Financial Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.22% of Abbot Financial Management's portfolio in Q1 2026, its #102 holding.
  • Abbot Financial Management first reported a position in Vanguard Total Stock Market ETF in Q2 2019 and has held it in 18 quarters since.
  • Abbot Financial Management's Vanguard Total Stock Market ETF position peaked at $553K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.