Aletheian Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Aletheian Wealth Advisors’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	$1.46M	Sell	3,950 -25	-0.6%	-$8.94K	0.62%	32
2026 Q1	$1.28M	Buy	+3,975	New	+$1.33M	0.62%	32
2025 Q3	$1.38M	Sell	4,198 -1	-0%	-$316	0.64%	33
2025 Q2	$1.28M	Buy	4,199 +27	+0.6%	+$7.59K	0.63%	32
2025 Q1	$1.15M	Buy	4,172 +129	+3%	+$37.5K	0.64%	32
2024 Q4	$1.17M	Sell	4,043 -242	-6%	-$70.6K	0.69%	29
2024 Q3	$1.21M	Sell	4,285 -294	-6%	-$80.2K	0.71%	29
2024 Q2	$1.22M	Sell	4,579 -75	-2%	-$19.4K	0.65%	37
2024 Q1	$1.21M	Sell	4,654 -430	-8%	-$106K	0.66%	36
2023 Q4	$1.21M	Sell	5,084 -433	-8%	-$95.7K	0.8%	30
2023 Q3	$1.17M	Sell	5,517 -166	-3%	-$36.7K	0.9%	30
2023 Q2	$1.25M	Sell	5,683 -191	-3%	-$39.8K	0.86%	33
2023 Q1	$1.2M	Sell	5,874 -2,414	-29%	-$483K	1.06%	23
2022 Q4	$1.58M	Sell	8,288 -2,889	-26%	-$557K	1.37%	17
2022 Q3	$2.01M	Buy	11,177 +1,402	+14%	+$279K	2.28%	14
2022 Q2	$1.84M	Sell	9,775 -8	-0.1%	-$1.64K	1.87%	16
2022 Q1	$2.23M	Buy	+9,783	New	+$2.2M	2.11%	15

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Aletheian Wealth Advisors's VTI Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.63% in Q2 2026, selling an estimated $8.94K and leaving 3,950 shares worth $1.46M. The position accounts for 0.62% of the portfolio, ranked #32.

Aletheian Wealth Advisors first reported a position in VTI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.23M in Q1 2022. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aletheian Wealth Advisors held 3,950 shares of Vanguard Total Stock Market ETF worth $1.46M as of Q2 2026.
Aletheian Wealth Advisors sold 25 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
Vanguard Total Stock Market ETF made up 0.62% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Aletheian Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and has held it in 17 quarters since.
Aletheian Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $2.23M in Q1 2022.
779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.