Beese Fulmer Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Sell |
6,252
-150
| -2% | -$50.3K | 0.13% | 103 |
|
|
2025
Q4 | $2.15M | Sell |
6,402
-40
| -0.6% | -$13.3K | 0.14% | 102 |
|
|
2025
Q3 | $2.11M | Sell |
6,442
-21
| -0.3% | -$6.63K | 0.15% | 103 |
|
|
2025
Q2 | $1.96M | Buy |
6,463
+168
| +3% | +$47.3K | 0.15% | 104 |
|
|
2025
Q1 | $1.73M | Sell |
6,295
-115
| -2% | -$33.4K | 0.15% | 96 |
|
|
2024
Q4 | $1.86M | Hold |
6,410
| – | – | 0.16% | 89 |
|
|
2024
Q3 | $1.81M | Buy |
6,410
+79
| +1% | +$21.5K | 0.16% | 90 |
|
|
2024
Q2 | $1.69M | Hold |
6,331
| – | – | 0.15% | 93 |
|
|
2024
Q1 | $1.65M | Sell |
6,331
-53
| -0.8% | -$13.1K | 0.15% | 95 |
|
|
2023
Q4 | $1.51M | Buy |
6,384
+74
| +1% | +$16.4K | 0.16% | 97 |
|
|
2023
Q3 | $1.34M | Buy |
6,310
+20
| +0.3% | +$4.43K | 0.15% | 100 |
|
|
2023
Q2 | $1.39M | Buy |
6,290
+50
| +0.8% | +$10.4K | 0.15% | 104 |
|
|
2023
Q1 | $1.27M | Buy |
6,240
+16
| +0.3% | +$3.2K | 0.15% | 106 |
|
|
2022
Q4 | $1.19M | Sell |
6,224
-1,451
| -19% | -$280K | 0.14% | 112 |
|
|
2022
Q3 | $1.38M | Buy |
7,675
+2,448
| +47% | +$488K | 0.19% | 101 |
|
|
2022
Q2 | $986K | Buy |
5,227
+449
| +9% | +$92.2K | 0.13% | 115 |
|
|
2022
Q1 | $1.09M | Sell |
4,778
-482
| -9% | -$108K | 0.12% | 118 |
|
|
2021
Q4 | $1.27M | Sell |
5,260
-3,620
| -41% | -$855K | 0.13% | 113 |
|
|
2021
Q3 | $1.97M | Buy |
8,880
+3,421
| +63% | +$780K | 0.22% | 90 |
|
|
2021
Q2 | $1.22M | Sell |
5,459
-356
| -6% | -$77.3K | 0.14% | 113 |
|
|
2021
Q1 | $1.2M | Buy |
5,815
+239
| +4% | +$48.4K | 0.14% | 113 |
|
|
2020
Q4 | $1.08M | Hold |
5,576
| – | – | 0.14% | 110 |
|
|
2020
Q3 | $950K | Buy |
5,576
+15
| +0.3% | +$2.52K | 0.13% | 109 |
|
|
2020
Q2 | $870K | Sell |
5,561
-100
| -2% | -$14.7K | 0.13% | 110 |
|
|
2020
Q1 | $730K | Buy |
5,661
+3,090
| +120% | +$478K | 0.13% | 113 |
|
|
2019
Q4 | $421K | Sell |
2,571
-135
| -5% | -$21.2K | 0.06% | 145 |
|
|
2019
Q3 | $409K | Buy |
2,706
+1,200
| +80% | +$181K | 0.06% | 143 |
|
|
2019
Q2 | $226K | Hold |
1,506
| – | – | 0.04% | 159 |
|
|
2019
Q1 | $218K | Buy |
+1,506
| New | +$210K | 0.04% | 160 |
|
|
2015
Q1 | – | Sell |
-2,300
| Closed | -$244K | – | 148 |
|
|
2014
Q4 | $244K | Sell |
2,300
-1,000
| -30% | -$103K | 0.08% | 134 |
|
|
2014
Q3 | $334K | Hold |
3,300
| – | – | 0.11% | 121 |
|
|
2014
Q2 | $336K | Hold |
3,300
| – | – | 0.11% | 122 |
|
|
2014
Q1 | $322K | Hold |
3,300
| – | – | 0.11% | 119 |
|
|
2013
Q4 | $317K | Buy |
+3,300
| New | +$304K | 0.11% | 115 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
Beese Fulmer Investment Management's VTI Position: Q1 2026 in Review
Beese Fulmer Investment Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.3% in Q1 2026, selling an estimated $50.3K and leaving 6,252 shares worth $2.01M. The position accounts for 0.13% of the portfolio, ranked #103.
Beese Fulmer Investment Management first reported a position in VTI in Q4 2013 and has held it in 34 quarters since. The position peaked at $2.15M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- Beese Fulmer Investment Management held 6,252 shares of Vanguard Total Stock Market ETF worth $2.01M as of Q1 2026.
- Beese Fulmer Investment Management sold 150 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $50.3K.
- Vanguard Total Stock Market ETF made up 0.13% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #103 holding.
- Beese Fulmer Investment Management first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and has held it in 34 quarters since.
- Beese Fulmer Investment Management's Vanguard Total Stock Market ETF position peaked at $2.15M in Q4 2025.
- 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.