Atlantic Edge Private Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Atlantic Edge Private Wealth Management’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	$1M	Sell	2,714 -97	-3%	-$34.7K	0.21%	79
2026 Q1	$902K	Sell	2,811 -236	-8%	-$79.2K	0.22%	75
2025 Q4	$1.02M	Sell	3,047 -15	-0.5%	-$4.99K	0.25%	70
2025 Q3	$1M	Buy	3,062 +61	+2%	+$19.3K	0.26%	70
2025 Q2	$912K	Buy	3,001 +72	+2%	+$20.3K	0.25%	76
2025 Q1	$805K	Buy	2,929 +130	+5%	+$37.8K	0.25%	79
2024 Q4	$811K	Buy	2,799 +38	+1%	+$11.1K	0.25%	80
2024 Q3	$782K	Buy	2,761 +209	+8%	+$57K	0.24%	82
2024 Q2	$683K	Buy	2,552 +148	+6%	+$38.3K	0.23%	82
2024 Q1	$625K	Buy	2,404 +321	+15%	+$79.4K	0.21%	84
2023 Q4	$494K	Buy	+2,083	New	+$460K	0.2%	89

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VTI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.5% in Q2 2026, selling an estimated $34.7K and leaving 2,714 shares worth $1M. The position accounts for 0.21% of the portfolio, ranked #79.

Atlantic Edge Private Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2025. 1,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,714 shares of Vanguard Total Stock Market ETF worth $1M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 97 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $34.7K.
Vanguard Total Stock Market ETF made up 0.21% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #79 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.02M in Q4 2025.
1,665 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.