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

Ballew 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	$220K	Buy	+596	New	+$213K	0.11%	119
2026 Q1	–	Sell	-595	Closed	-$204K	–	124
2025 Q4	$204K	Buy	+595	New	+$198K	0.11%	116
2025 Q3	–	Sell	-845	Closed	-$260K	–	127
2025 Q2	$260K	Buy	845 +1	+0.1%	+$281	0.15%	95
2025 Q1	$221K	Buy	+844	New	+$245K	0.15%	104

Other funds holding VTI

Narodna banka Slovenska Bratislava $3.49B AUM

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

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return