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Apriem Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Apriem 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 		$605K Hold
1,887
– – 0.06% 114
2025
Q4 		$633K Sell
1,887
-36
-2% -$12K 0.06% 108
2025
Q3 		$631K Sell
1,923
-52
-3% -$16.4K 0.06% 109
2025
Q2 		$600K Sell
1,975
-48
-2% -$13.5K 0.06% 108
2025
Q1 		$556K Sell
2,023
-13
-0.6% -$3.78K 0.07% 106
2024
Q4 		$590K Hold
2,036
– – 0.07% 99
2024
Q3 		$577K Sell
2,036
-19
-0.9% -$5.18K 0.07% 93
2024
Q2 		$550K Sell
2,055
-169
-8% -$43.7K 0.07% 98
2024
Q1 		$578K Sell
2,224
-194
-8% -$48K 0.07% 100
2023
Q4 		$574K Hold
2,418
– – 0.08% 92
2023
Q3 		$514K Sell
2,418
-40
-2% -$8.85K 0.08% 90
2023
Q2 		$541K Hold
2,458
– – 0.08% 90
2023
Q1 		$502K Hold
2,458
– – 0.08% 93
2022
Q4 		$470K Hold
2,458
– – 0.08% 93
2022
Q3 		$441K Buy
2,458
+400
+19% +$79.7K 0.08% 93
2022
Q2 		$388K Hold
2,058
– – 0.07% 97
2022
Q1 		$469K Sell
2,058
-17
-0.8% -$3.82K 0.07% 98
2021
Q4 		$501K Sell
2,075
-20
-1% -$4.72K 0.07% 95
2021
Q3 		$465K Buy
2,095
+20
+1% +$4.56K 0.07% 94
2021
Q2 		$462K Buy
2,075
+15
+0.7% +$3.25K 0.07% 93
2021
Q1 		$426K Sell
2,060
-85
-4% -$17.2K 0.07% 93
2020
Q4 		$418K Hold
2,145
– – 0.07% 84
2020
Q3 		$365K Sell
2,145
-732
-25% -$123K 0.07% 88
2020
Q2 		$450K Sell
2,877
-463
-14% -$68.3K 0.09% 76
2020
Q1 		$431K Buy
+3,340
New +$516K 0.1% 75
2018
Q3 		– Sell
-875
Closed -$123K – 382
2018
Q2 		$123K Buy
+875
New +$122K 0.03% 155
2017
Q3 		– Sell
-4,353
Closed -$542K – 156
2017
Q2 		$542K Buy
4,353
+137
+3% +$16.9K 0.14% 72
2017
Q1 		$511K Sell
4,216
-750
-15% -$89.8K 0.14% 70
2016
Q4 		$573K Buy
4,966
+543
+12% +$61.1K 0.17% 63
2016
Q3 		$492K Buy
4,423
+113
+3% +$12.5K 0.15% 70
2016
Q2 		$462K Sell
4,310
-52
-1% -$5.51K 0.15% 63
2016
Q1 		$457K Buy
4,362
+4,052
+1,307% +$402K 0.18% 61
2015
Q4 		$32K Hold
310
– – 0.01% 241
2015
Q3 		$31K Sell
310
-320
-51% -$33.6K 0.01% 240
2015
Q2 		$67K Sell
630
-25
-4% -$2.73K 0.02% 179
2015
Q1 		$70K Hold
655
– – 0.02% 176
2014
Q4 		$69K Sell
655
-389
-37% -$40.3K 0.03% 162
2014
Q3 		$106K Sell
1,044
-7,473
-88% -$764K 0.04% 138
2014
Q2 		$867K Sell
8,517
-163
-2% -$16.1K 0.33% 65
2014
Q1 		$846K Sell
8,680
-106
-1% -$10.1K 0.32% 67
2013
Q4 		$843K Buy
8,786
+150
+2% +$13.8K 0.33% 61
2013
Q3 		$757K Buy
8,636
+2,793
+48% +$243K 0.33% 64
2013
Q2 		$483K Buy
+5,843
New +$485K 0.24% 69

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

Apriem Advisors's VTI Position: Q1 2026 in Review

Apriem Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,887 shares worth $605K. The position accounts for 0.06% of the portfolio, ranked #114.

Apriem Advisors first reported a position in VTI in Q2 2013 and has held it in 43 quarters since. The position peaked at $867K in Q2 2014. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Apriem Advisors held 1,887 shares of Vanguard Total Stock Market ETF worth $605K as of Q1 2026.
  • Apriem Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.06% of Apriem Advisors's portfolio in Q1 2026, its #114 holding.
  • Apriem Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 43 quarters since.
  • Apriem Advisors's Vanguard Total Stock Market ETF position peaked at $867K in Q2 2014.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.