Atwood & Palmer’s Vanguard Total Stock Market ETF VTI Stock Holding History

Atwood & Palmer’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	$566K	Buy	1,529 +5	+0.3%	+$1.79K	0.03%	113
2026 Q1	$489K	Sell	1,524 -542	-26%	-$182K	0.03%	117
2025 Q4	$693K	Buy	2,066 +33	+2%	+$11K	0.04%	104
2025 Q3	$667K	Sell	2,033 -522	-20%	-$165K	0.04%	107
2025 Q2	$777K	Buy	2,555 +1,222	+92%	+$344K	0.05%	98
2025 Q1	$366K	Buy	1,333 +33	+3%	+$9.59K	0.03%	122
2024 Q4	$377K	Hold	1,300	–	–	0.03%	121
2024 Q3	$368K	Hold	1,300	–	–	0.03%	122
2024 Q2	$348K	Hold	1,300	–	–	0.03%	119
2024 Q1	$338K	Hold	1,300	–	–	0.03%	122
2023 Q4	$308K	Hold	1,300	–	–	0.02%	130
2023 Q3	$276K	Hold	1,300	–	–	0.02%	124
2023 Q2	$286K	Hold	1,300	–	–	0.03%	127
2023 Q1	$265K	Hold	1,300	–	–	0.02%	123
2022 Q4	$249K	Hold	1,300	–	–	0.02%	137
2022 Q3	$233K	Hold	1,300	–	–	0.02%	134
2022 Q2	$245K	Sell	1,300 -50	-4%	-$10.3K	0.02%	130
2022 Q1	$307K	Sell	1,350 -350	-21%	-$78.7K	0.03%	124
2021 Q4	$410K	Hold	1,700	–	–	0.03%	121
2021 Q3	$378K	Hold	1,700	–	–	0.03%	122
2021 Q2	$379K	Sell	1,700 -500	-23%	-$109K	0.03%	121
2021 Q1	$455K	Sell	2,200 -200	-8%	-$40.5K	0.04%	110
2020 Q4	$467K	Sell	2,400 -150	-6%	-$27.4K	0.05%	104
2020 Q3	$434K	Sell	2,550 -110	-4%	-$18.5K	0.05%	93
2020 Q2	$416K	Hold	2,660	–	–	0.06%	91
2020 Q1	$343K	Hold	2,660	–	–	0.05%	94
2019 Q4	$435K	Hold	2,660	–	–	0.06%	91
2019 Q3	$402K	Sell	2,660 -125	-4%	-$18.8K	0.05%	91
2019 Q2	$418K	Hold	2,785	–	–	0.06%	92
2019 Q1	$403K	Hold	2,785	–	–	0.06%	88
2018 Q4	$355K	Hold	2,785	–	–	0.06%	90
2018 Q3	$417K	Sell	2,785 -415	-13%	-$61.1K	0.05%	88
2018 Q2	$449K	Buy	3,200 +700	+28%	+$97.7K	0.06%	85
2018 Q1	$339K	Sell	2,500 -793	-24%	-$111K	0.05%	98
2017 Q4	$452K	Sell	3,293 -250	-7%	-$33.5K	0.06%	89
2017 Q3	$459K	Sell	3,543 -200	-5%	-$25.3K	0.07%	84
2017 Q2	$466K	Sell	3,743 -568	-13%	-$70K	0.07%	84
2017 Q1	$523K	Hold	4,311	–	–	0.08%	80
2016 Q4	$497K	Hold	4,311	–	–	0.09%	76
2016 Q3	$480K	Hold	4,311	–	–	0.09%	77
2016 Q2	$462K	Buy	+4,311	New	+$457K	0.08%	80
2016 Q1	–	Sell	-111	Closed	-$12K	–	391
2015 Q4	$12K	Hold	111	–	–	﹤0.01%	315
2015 Q3	$11K	Buy	+111	New	+$11.7K	﹤0.01%	329

Other funds holding VTI

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer's VTI Position: Q2 2026 in Review

Atwood & Palmer increased its Vanguard Total Stock Market ETF (VTI) stake by 0.33% in Q2 2026, buying an estimated $1.79K and bringing the position to 1,529 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #113.

Atwood & Palmer first reported a position in VTI in Q3 2015 and has held it in 43 quarters since. The position peaked at $777K in Q2 2025. 999 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Atwood & Palmer held 1,529 shares of Vanguard Total Stock Market ETF worth $566K as of Q2 2026.
Atwood & Palmer bought 5 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
Vanguard Total Stock Market ETF made up 0.03% of Atwood & Palmer's portfolio in Q2 2026, its #113 holding.
Atwood & Palmer first reported a position in Vanguard Total Stock Market ETF in Q3 2015 and has held it in 43 quarters since.
Atwood & Palmer's Vanguard Total Stock Market ETF position peaked at $777K in Q2 2025.
999 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.