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Aldebaran Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Aldebaran Financial’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 		$890K Sell
2,773
-92
-3% -$30.9K 0.84% 30
2025
Q4 		$968K Sell
2,865
-35
-1% -$11.6K 0.9% 29
2025
Q3 		$952K Sell
2,900
-203
-7% -$64.1K 0.95% 25
2025
Q2 		$943K Buy
3,103
+32
+1% +$9K 1.04% 22
2025
Q1 		$844K Buy
3,071
+185
+6% +$53.7K 1.03% 24
2024
Q4 		$839K Sell
2,886
-322
-10% -$94K 0.98% 24
2024
Q3 		$908K Buy
3,208
+248
+8% +$67.6K 1.07% 24
2024
Q2 		$792K Buy
2,960
+63
+2% +$16.3K 1.04% 23
2024
Q1 		$753K Buy
2,897
+320
+12% +$79.2K 1.06% 24
2023
Q4 		$611K Sell
2,577
-11
-0.4% -$2.43K 0.9% 31
2023
Q3 		$550K Sell
2,588
-70
-3% -$15.5K 0.86% 35
2023
Q2 		$585K Sell
2,658
-1,038
-28% -$217K 0.8% 35
2023
Q1 		$754K Sell
3,696
-844
-19% -$169K 0.97% 33
2022
Q4 		$868K Sell
4,540
-52
-1% -$10K 0.93% 33
2022
Q3 		$833K Sell
4,592
-35
-0.8% -$6.98K 0.91% 35
2022
Q2 		$869K Sell
4,627
-131
-3% -$26.9K 0.92% 39
2022
Q1 		$1.08M Sell
4,758
-308
-6% -$69.3K 0.84% 37
2021
Q4 		$1.22M Sell
5,066
-185
-4% -$43.7K 0.9% 34
2021
Q3 		$1.17M Sell
5,251
-1,464
-22% -$334K 0.94% 31
2021
Q2 		$1.5M Buy
6,715
+930
+16% +$202K 1.23% 21
2021
Q1 		$1.2M Hold
5,785
– – 1.06% 32
2020
Q4 		$1.13M Sell
5,785
-279
-5% -$51K 1.05% 31
2020
Q3 		$1.03M Sell
6,064
-676
-10% -$114K 1.07% 31
2020
Q2 		$1.05M Buy
6,740
+58
+0.9% +$8.55K 1.24% 26
2020
Q1 		$861K Sell
6,682
-1,608
-19% -$249K 0.84% 42
2019
Q4 		$1.36M Sell
8,290
-472
-5% -$74K 1.03% 36
2019
Q3 		$1.31M Sell
8,762
-398
-4% -$60K 0.87% 47
2019
Q2 		$1.38M Sell
9,160
-305
-3% -$44.9K 0.95% 40
2019
Q1 		$1.37M Buy
9,465
+116
+1% +$16.2K 0.96% 39
2018
Q4 		$1.19M Sell
9,349
-169
-2% -$23.3K 0.91% 39
2018
Q3 		$1.42M Sell
9,518
-2,219
-19% -$327K 0.92% 42
2018
Q2 		$1.65M Sell
11,737
-702
-6% -$97.9K 1.13% 35
2018
Q1 		$1.69M Sell
12,439
-60
-0.5% -$8.41K 1.13% 37
2017
Q4 		$1.72M Buy
12,499
+1,723
+16% +$231K 1.14% 38
2017
Q3 		$1.4M Buy
10,776
+295
+3% +$37.4K 0.96% 41
2017
Q2 		$1.3M Buy
10,481
+867
+9% +$107K 0.95% 40
2017
Q1 		$1.17M Buy
9,614
+1,341
+16% +$161K 0.89% 43
2016
Q4 		$954K Buy
8,273
+1,146
+16% +$129K 0.76% 47
2016
Q3 		$793K Buy
7,127
+3,690
+107% +$409K 0.63% 56
2016
Q2 		$374K Buy
3,437
+835
+32% +$88.5K 0.3% 77
2016
Q1 		$273K Buy
2,602
+73
+3% +$7.24K 0.24% 80
2015
Q4 		$260K Sell
2,529
-51
-2% -$5.37K 0.24% 80
2015
Q3 		$255K Buy
2,580
+102
+4% +$10.7K 0.24% 81
2015
Q2 		$265K Buy
2,478
+55
+2% +$6K 0.22% 86
2015
Q1 		$260K Buy
2,423
+78
+3% +$8.33K 0.22% 92
2014
Q4 		$249K Sell
2,345
-31
-1% -$3.21K 0.22% 97
2014
Q3 		$241K Sell
2,376
-117
-5% -$12K 0.22% 96
2014
Q2 		$254K Buy
2,493
+28
+1% +$2.76K 0.2% 105
2014
Q1 		$240K Buy
2,465
+139
+6% +$13.3K 0.21% 105
2013
Q4 		$223K Buy
+2,326
New +$214K 0.21% 107

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 $11.5B AUM 18.72% 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

Aldebaran Financial's VTI Position: Q1 2026 in Review

Aldebaran Financial reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.2% in Q1 2026, selling an estimated $30.9K and leaving 2,773 shares worth $890K. The position accounts for 0.84% of the portfolio, ranked #30.

Aldebaran Financial first reported a position in VTI in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.72M in Q4 2017. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Aldebaran Financial held 2,773 shares of Vanguard Total Stock Market ETF worth $890K as of Q1 2026.
  • Aldebaran Financial sold 92 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $30.9K.
  • Vanguard Total Stock Market ETF made up 0.84% of Aldebaran Financial's portfolio in Q1 2026, its #30 holding.
  • Aldebaran Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and has held it in 50 quarters since.
  • Aldebaran Financial's Vanguard Total Stock Market ETF position peaked at $1.72M in Q4 2017.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.