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

Amplius 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 		$779K Buy
2,105
+552
+36% +$197K 0.06% 89
2026
Q1 		$498K Buy
1,553
+273
+21% +$91.6K 0.04% 105
2025
Q4 		$429K Buy
1,280
+1
+0.1% +$333 0.04% 116
2025
Q3 		$420K Sell
1,279
-3,343
-72% -$1.06M 0.04% 123
2025
Q2 		$1.4M Buy
4,622
+74
+2% +$20.8K 0.13% 68
2025
Q1 		$1.25M Buy
4,548
+4
+0.1% +$1.16K 0.13% 67
2024
Q4 		$1.32M Buy
4,544
+388
+9% +$113K 0.14% 63
2024
Q3 		$1.18M Buy
4,156
+10
+0.2% +$2.73K 0.13% 66
2024
Q2 		$1.11M Sell
4,146
-19
-0.5% -$4.92K 0.12% 68
2024
Q1 		$1.08M Sell
4,165
-359
-8% -$88.8K 0.12% 71
2023
Q4 		$1.07M Hold
4,524
– – 0.13% 63
2023
Q3 		$961K Buy
4,524
+2
+0% +$443 0.13% 68
2023
Q2 		$996K Sell
4,522
-1,618
-26% -$337K 0.13% 67
2023
Q1 		$1.25M Sell
6,140
-12
-0.2% -$2.4K 0.18% 62
2022
Q4 		$1.18M Buy
6,152
+20
+0.3% +$3.85K 0.19% 63
2022
Q3 		$1.1M Buy
6,132
+2,167
+55% +$432K 0.2% 56
2022
Q2 		$748K Sell
3,965
-186
-4% -$38.2K 0.12% 69
2022
Q1 		$945K Sell
4,151
-36
-0.9% -$8.1K 0.15% 68
2021
Q4 		$1.01M Buy
+4,187
New +$988K 0.14% 69

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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 36% in Q2 2026, buying an estimated $197K and bringing the position to 2,105 shares worth $779K. The position accounts for 0.06% of the portfolio, ranked #89.

Amplius Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q2 2025. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Amplius Wealth Advisors held 2,105 shares of Vanguard Total Stock Market ETF worth $779K as of Q2 2026.
  • Amplius Wealth Advisors bought 552 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $197K.
  • Vanguard Total Stock Market ETF made up 0.06% of Amplius Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.4M in Q2 2025.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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