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Addis & Hill’s Vanguard Total Stock Market ETF VTI Stock Holding History

Addis & Hill’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
Q2 		$22.5M Sell
60,866
-1,472
-2% -$526K 12.41% 3
2026
Q1 		$20M Sell
62,338
-1,064
-2% -$357K 12.16% 2
2025
Q4 		$21.3M Sell
63,402
-3,016
-5% -$1M 12.88% 2
2025
Q3 		$21.9M Sell
66,418
-1,455
-2% -$460K 13.34% 2
2025
Q2 		$20.6M Sell
67,873
-5,839
-8% -$1.64M 13.47% 2
2025
Q1 		$20.3M Sell
73,712
-1,008
-1% -$293K 14.14% 2
2024
Q4 		$21.7M Buy
74,720
+575
+0.8% +$168K 16.01% 2
2024
Q3 		$21M Sell
74,145
-521
-0.7% -$142K 16.08% 2
2024
Q2 		$20.1M Sell
74,666
-1,624
-2% -$420K 16.78% 2
2024
Q1 		$19.7M Sell
76,290
-5,360
-7% -$1.33M 16.77% 2
2023
Q4 		$20.8M Buy
+81,650
New +$18.1M 18.51% 2

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Addis & Hill's VTI Position: Q2 2026 in Review

Addis & Hill reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, selling an estimated $526K and leaving 60,866 shares worth $22.5M. The position accounts for 12.41% of the portfolio, ranked #3.

Addis & Hill first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 940 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Addis & Hill held 60,866 shares of Vanguard Total Stock Market ETF worth $22.5M as of Q2 2026.
  • Addis & Hill sold 1,472 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $526K.
  • Vanguard Total Stock Market ETF made up 12.41% of Addis & Hill's portfolio in Q2 2026, its #3 holding.
  • Addis & Hill first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 940 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.