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B.O.S.S. Retirement Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

B.O.S.S. Retirement 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 		$684K Sell
1,849
-1,117
-38% -$399K 0.18% 75
2026
Q1 		$951K Sell
2,966
-160
-5% -$53.7K 0.29% 62
2025
Q4 		$1.05M Sell
3,126
-1,027
-25% -$342K 0.33% 60
2025
Q3 		$1.36M Sell
4,153
-1,233
-23% -$389K 0.33% 62
2025
Q2 		$1.64M Sell
5,386
-133,577
-96% -$37.6M 0.41% 51
2025
Q1 		$38.2M Buy
138,963
+10,409
+8% +$3.02M 11.07% 2
2024
Q4 		$37.3M Buy
128,554
+97,341
+312% +$28.4M 10.41% 1
2024
Q3 		$8.84M Buy
31,213
+21,473
+220% +$5.86M 1.78% 7
2024
Q2 		$2.61M Buy
+9,740
New +$2.52M 0.67% 48
2024
Q1 		– Sell
-81,068
Closed -$19.2M – 234
2023
Q4 		$19.2M Buy
81,068
+11,063
+16% +$2.45M 3.73% 2
2023
Q3 		$14.9M Buy
70,005
+15,608
+29% +$3.45M 3.2% 3
2023
Q2 		$12M Buy
54,397
+30,069
+124% +$6.27M 2.55% 6
2023
Q1 		$4.97M Buy
24,328
+4,284
+21% +$858K 1.17% 9
2022
Q4 		$3.83M Buy
+20,044
New +$3.86M 0.98% 16

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

B.O.S.S. Retirement Advisors's VTI Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 38% in Q2 2026, selling an estimated $399K and leaving 1,849 shares worth $684K. The position accounts for 0.18% of the portfolio, ranked #75.

B.O.S.S. Retirement Advisors first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.2M in Q1 2025. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 1,849 shares of Vanguard Total Stock Market ETF worth $684K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 1,117 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $399K.
  • Vanguard Total Stock Market ETF made up 0.18% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #75 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • B.O.S.S. Retirement Advisors's Vanguard Total Stock Market ETF position peaked at $38.2M in Q1 2025.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.