Abundance Wealth Counselors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.33M Buy
22,857
+5,590
+32% +$1.88M 1.05% 16
2025
Q4
$5.79M Sell
17,267
-159
-0.9% -$52.9K 0.98% 18
2025
Q3
$5.72M Sell
17,426
-1,315
-7% -$415K 0.98% 16
2025
Q2
$5.7M Sell
18,741
-391
-2% -$110K 1.07% 16
2025
Q1
$5.26M Sell
19,132
-5,233
-21% -$1.52M 1.1% 15
2024
Q4
$7.06M Buy
24,365
+270
+1% +$78.8K 1.54% 12
2024
Q3
$6.82M Buy
+24,095
New +$6.57M 1.41% 12
2024
Q2
Sell
-24,849
Closed -$6.46M 147
2024
Q1
$6.46M Sell
24,849
-506
-2% -$125K 1.49% 13
2023
Q4
$6.01M Sell
25,355
-823
-3% -$182K 1.56% 12
2023
Q3
$5.56M Buy
+26,178
New +$5.79M 1.59% 11
2023
Q2
Sell
-29,199
Closed -$5.96M 143
2023
Q1
$5.96M Sell
29,199
-458
-2% -$91.7K 1.51% 11
2022
Q4
$5.67M Sell
29,657
-110
-0.4% -$21.2K 1.54% 10
2022
Q3
$5.34M Sell
29,767
-175
-0.6% -$34.9K 1.53% 10
2022
Q2
$5.65M Buy
29,942
+625
+2% +$128K 1.53% 10
2022
Q1
$6.67M Sell
29,317
-1,004
-3% -$226K 1.81% 9
2021
Q4
$7.32M Buy
+30,321
New +$7.16M 1.88% 8
2021
Q2
Sell
-31,040
Closed -$6.42M 331
2021
Q1
$6.42M Sell
31,040
-100
-0.3% -$20.2K 1.59% 10
2020
Q4
$6.06M Sell
31,140
-64
-0.2% -$11.7K 1.52% 11
2020
Q3
$5.31M Sell
31,204
-58
-0.2% -$9.76K 1.53% 12
2020
Q2
$4.89M Hold
31,262
1.49% 12
2020
Q1
$4.03M Buy
31,262
+4
+0% +$618 1.4% 10
2019
Q4
$5.11M Sell
31,258
-324
-1% -$50.8K 1.42% 11
2019
Q3
$4.77M Sell
31,582
-34
-0.1% -$5.13K 1.45% 10
2019
Q2
$4.75M Sell
31,616
-97
-0.3% -$14.3K 1.48% 11
2019
Q1
$4.59M Hold
31,713
1.51% 11
2018
Q4
$4.05M Buy
+31,713
New +$4.38M 1.49% 11

Other funds holding VTI

Abundance Wealth Counselors's VTI Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Vanguard Total Stock Market ETF (VTI) stake by 32% in Q1 2026, buying an estimated $1.88M and bringing the position to 22,857 shares worth $7.33M. The position accounts for 1.05% of the portfolio, ranked #16.

Abundance Wealth Counselors first reported a position in VTI in Q4 2018 and has held it in 26 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Abundance Wealth Counselors held 22,857 shares of Vanguard Total Stock Market ETF worth $7.33M as of Q1 2026.
  • Abundance Wealth Counselors bought 5,590 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.88M.
  • Vanguard Total Stock Market ETF made up 1.05% of Abundance Wealth Counselors's portfolio in Q1 2026, its #16 holding.
  • Abundance Wealth Counselors first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 26 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.