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Atomi Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Atomi Financial 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
Q1 		$24.7M Sell
76,942
-3,634
-5% -$1.22M 0.76% 29
2025
Q4 		$27M Buy
80,576
+1,772
+2% +$589K 0.79% 28
2025
Q3 		$25.9M Buy
78,804
+42,562
+117% +$13.4M 0.84% 26
2025
Q2 		$11M Buy
36,242
+11,154
+44% +$3.14M 0.42% 48
2025
Q1 		$6.9M Buy
25,088
+3,731
+17% +$1.08M 0.31% 64
2024
Q4 		$6.19M Buy
21,357
+1,386
+7% +$404K 0.31% 63
2024
Q3 		$5.65M Buy
19,971
+2,580
+15% +$704K 0.35% 53
2024
Q2 		$4.65M Buy
17,391
+171
+1% +$44.3K 0.34% 64
2024
Q1 		$4.48M Buy
17,220
+1,582
+10% +$391K 0.41% 46
2023
Q4 		$3.71M Buy
15,638
+12,232
+359% +$2.7M 0.51% 35
2023
Q3 		$723K Buy
3,406
+1,764
+107% +$390K 0.24% 108
2023
Q2 		$362K Buy
1,642
+522
+47% +$109K 0.17% 160
2023
Q1 		$229K Buy
+1,120
New +$224K 0.13% 187

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

Atomi Financial Group's VTI Position: Q1 2026 in Review

Atomi Financial Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.5% in Q1 2026, selling an estimated $1.22M and leaving 76,942 shares worth $24.7M. The position accounts for 0.76% of the portfolio, ranked #29.

Atomi Financial Group first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $27M in Q4 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Atomi Financial Group held 76,942 shares of Vanguard Total Stock Market ETF worth $24.7M as of Q1 2026.
  • Atomi Financial Group sold 3,634 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.22M.
  • Vanguard Total Stock Market ETF made up 0.76% of Atomi Financial Group's portfolio in Q1 2026, its #29 holding.
  • Atomi Financial Group first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Vanguard Total Stock Market ETF position peaked at $27M in Q4 2025.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.