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Agate Pass Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Agate Pass Investment 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
Q2 		$1.01M Hold
2,723
– – 0.37% 61
2026
Q1 		$874K Hold
2,723
– – 0.34% 67
2025
Q4 		$913K Hold
2,723
– – 0.34% 65
2025
Q3 		$894K Buy
2,723
+63
+2% +$19.9K 0.34% 67
2025
Q2 		$808K Sell
2,660
-159
-6% -$44.7K 0.33% 74
2025
Q1 		$775K Hold
2,819
– – 0.33% 76
2024
Q4 		$817K Hold
2,819
– – 0.37% 69
2024
Q3 		$798K Hold
2,819
– – 0.4% 61
2024
Q2 		$754K Buy
2,819
+120
+4% +$31.1K 0.4% 59
2024
Q1 		$701K Buy
2,699
+159
+6% +$39.3K 0.38% 63
2023
Q4 		$603K Buy
2,540
+212
+9% +$46.9K 0.35% 65
2023
Q3 		$494K Hold
2,328
– – 0.34% 63
2023
Q2 		$513K Hold
2,328
– – 0.31% 68
2023
Q1 		$475K Hold
2,328
– – 0.31% 73
2022
Q4 		$445K Hold
2,328
– – 0.31% 72
2022
Q3 		$418K Hold
2,328
– – 0.32% 70
2022
Q2 		$439K Hold
2,328
– – 0.31% 72
2022
Q1 		$530K Hold
2,328
– – 0.33% 65
2021
Q4 		$562K Buy
+2,328
New +$550K 0.35% 66

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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

Agate Pass Investment Management's VTI Position: Q2 2026 in Review

Agate Pass Investment Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,723 shares worth $1.01M. The position accounts for 0.37% of the portfolio, ranked #61.

Agate Pass Investment Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,253 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Agate Pass Investment Management held 2,723 shares of Vanguard Total Stock Market ETF worth $1.01M as of Q2 2026.
  • Agate Pass Investment Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.37% of Agate Pass Investment Management's portfolio in Q2 2026, its #61 holding.
  • Agate Pass Investment Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.