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Allium Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Allium Financial 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
Q1 		$1.44M Hold
4,503
– – 1.16% 16
2025
Q4 		$1.51M Hold
4,503
– – 1.2% 15
2025
Q3 		$1.48M Hold
4,503
– – 1.22% 17
2025
Q2 		$1.37M Buy
4,503
+446
+11% +$125K 1.19% 17
2025
Q1 		$1.12M Buy
+4,057
New +$1.18M 1.02% 19

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 $12.8B AUM 19.73% 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

Allium Financial Advisors's VTI Position: Q1 2026 in Review

Allium Financial Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 4,503 shares worth $1.44M. The position accounts for 1.16% of the portfolio, ranked #16.

Allium Financial Advisors first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Allium Financial Advisors held 4,503 shares of Vanguard Total Stock Market ETF worth $1.44M as of Q1 2026.
  • Allium Financial Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 1.16% of Allium Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • Allium Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Vanguard Total Stock Market ETF position peaked at $1.51M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.