AWG
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Altus Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Altus Wealth Group’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 		$1.52M Buy
4,101
+10
+0.2% +$3.58K 0.55% 31
2026
Q1 		$1.31M Buy
4,091
+14
+0.3% +$4.7K 0.54% 37
2025
Q4 		$1.37M Buy
4,077
+4
+0.1% +$1.33K 0.55% 36
2025
Q3 		$1.34M Buy
4,073
+1
+0% +$316 0.55% 38
2025
Q2 		$1.24M Buy
4,072
+404
+11% +$114K 0.55% 39
2025
Q1 		$1.01M Buy
3,668
+1,015
+38% +$295K 0.47% 43
2024
Q4 		$769K Buy
2,653
+3
+0.1% +$875 0.34% 66
2024
Q3 		$750K Sell
2,650
-232
-8% -$63.3K 0.32% 68
2024
Q2 		$771K Buy
2,882
+95
+3% +$24.6K 0.39% 61
2024
Q1 		$724K Buy
2,787
+143
+5% +$35.4K 0.36% 63
2023
Q4 		$627K Sell
2,644
-1
-0% -$221 0.35% 69
2023
Q3 		$562K Sell
2,645
-676
-20% -$150K 0.36% 69
2023
Q2 		$732K Sell
3,321
-75
-2% -$15.6K 0.45% 54
2023
Q1 		$693K Buy
3,396
+474
+16% +$94.9K 0.47% 55
2022
Q4 		$559K Buy
2,922
+409
+16% +$78.8K 0.42% 63
2022
Q3 		$558K Hold
2,513
– – 0.55% 51
2022
Q2 		$558K Sell
2,513
-487
-16% -$100K 0.55% 51
2022
Q1 		$683K Buy
3,000
+459
+18% +$103K 0.56% 41
2021
Q4 		$614K Buy
2,541
+28
+1% +$6.61K 0.51% 48
2021
Q3 		$558K Buy
2,513
+219
+10% +$49.9K 0.55% 51
2021
Q2 		$511K Buy
2,294
+277
+14% +$60.1K 0.5% 50
2021
Q1 		$435K Buy
2,017
+369
+22% +$74.7K 0.43% 57
2020
Q4 		$321K Buy
+1,648
New +$301K 0.31% 64

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Altus Wealth Group's VTI Position: Q2 2026 in Review

Altus Wealth Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.24% in Q2 2026, buying an estimated $3.58K and bringing the position to 4,101 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #31.

Altus Wealth Group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 1,799 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Altus Wealth Group held 4,101 shares of Vanguard Total Stock Market ETF worth $1.52M as of Q2 2026.
  • Altus Wealth Group bought 10 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $3.58K.
  • Vanguard Total Stock Market ETF made up 0.55% of Altus Wealth Group's portfolio in Q2 2026, its #31 holding.
  • Altus Wealth Group first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.