BigSur Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

BigSur Wealth Management’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	$1.72M	Hold	4,653	–	–	0.41%	68
2026 Q1	$1.49M	Hold	4,653	–	–	0.42%	70
2025 Q4	$1.56M	Hold	4,653	–	–	0.38%	71
2025 Q3	$1.53M	Hold	4,653	–	–	0.38%	70
2025 Q2	$1.42M	Hold	4,653	–	–	0.36%	74
2025 Q1	$1.28M	Buy	4,653 +600	+15%	+$174K	0.35%	76
2024 Q4	$1.17M	Hold	4,053	–	–	0.34%	80
2024 Q3	$1.15M	Hold	4,053	–	–	0.32%	78
2024 Q2	$1.09M	Hold	4,053	–	–	0.33%	79
2024 Q1	$1.05M	Hold	4,053	–	–	0.33%	80
2023 Q4	$962K	Buy	4,053 +4	+0.1%	+$884	0.46%	60
2023 Q3	$860K	Buy	4,049 +3	+0.1%	+$664	0.43%	63
2023 Q2	$891K	Buy	4,046 +4	+0.1%	+$834	0.43%	63
2023 Q1	$825K	Buy	4,042 +3	+0.1%	+$601	0.39%	67
2022 Q4	$772K	Buy	4,039 +5	+0.1%	+$964	0.37%	63
2022 Q3	$724K	Buy	+4,034	New	+$804K	0.37%	65

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

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

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

BigSur Wealth Management's VTI Position: Q2 2026 in Review

BigSur Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 4,653 shares worth $1.72M. The position accounts for 0.41% of the portfolio, ranked #68.

BigSur Wealth Management first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BigSur Wealth Management held 4,653 shares of Vanguard Total Stock Market ETF worth $1.72M as of Q2 2026.
BigSur Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Total Stock Market ETF made up 0.41% of BigSur Wealth Management's portfolio in Q2 2026, its #68 holding.
BigSur Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.